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 | $20,900 | $138,065-84.9% | $123,544-83.1% | $135,375-84.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -22.68% | 153.68%-176.4pp | 119.20%-141.9pp | 519.73%-542.4pp |
| Employer contribution / active EE | $60,221 | $5,151+1069.0% | $4,628+1201.3% | $4,779+1160.2% |
| Participant deferral / active EE | $10,215 | $6,799+50.2% | $6,426+59.0% | $5,609+82.1% |
| Admin fee / account holder | $283 | $10,916-97.4% | $9,284-97.0% | $10,827-97.4% |