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 | $63,634 | $138,065-53.9% | $123,544-48.5% | $135,375-53.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.21% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $14,678 | $5,151+184.9% | $4,628+217.2% | $4,779+207.2% |
| Participant deferral / active EE | $10,571 | $6,799+55.5% | $6,426+64.5% | $5,609+88.5% |
| Admin fee / account holder | $263 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |