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 | $24,300 | $69,518-65.0% | $59,878-59.4% | $135,375-82.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.51% | 7.94%-19.5pp | 3.46%-15.0pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,669 | $3,235-17.5% | $2,722-1.9% | $4,779-44.1% |
| Participant deferral / active EE | $10,103 | $4,206+140.2% | $3,402+197.0% | $5,609+80.1% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |