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 | $76,200 | $78,694-3.2% | $67,652+12.6% | $125,391-39.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.37% | 9.46%-12.8pp | 6625.04%-6628.4pp | 282.22%-285.6pp |
| Employer contribution / active EE | $25,529 | $3,044+738.7% | $2,266+1026.8% | $4,866+424.6% |
| Participant deferral / active EE | $12,000 | $4,292+179.6% | $3,560+237.1% | $5,352+124.2% |
| Admin fee / account holder | $284 | $7,403-96.2% | $4,821-94.1% | $9,540-97.0% |