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 | $51,155 | $138,065-62.9% | $123,544-58.6% | $135,375-62.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.06% | 153.68%-163.7pp | 119.20%-129.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $4,108 | $5,151-20.3% | $4,628-11.2% | $4,779-14.0% |
| Participant deferral / active EE | $8,580 | $6,799+26.2% | $6,426+33.5% | $5,609+53.0% |
| Admin fee / account holder | $192 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |