See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,195 | $78,694-33.7% | $67,652-22.8% | $125,391-58.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -17.93% | 9.46%-27.4pp | 6625.04%-6643.0pp | 282.22%-300.2pp |
| Employer contribution / active EE | $5,208 | $3,044+71.1% | $2,266+129.9% | $4,866+7.0% |
| Participant deferral / active EE | $10,913 | $4,292+154.2% | $3,560+206.6% | $5,352+103.9% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |