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 | $20,692 | $95,193-78.3% | $76,523-73.0% | $135,375-84.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.79% | 4.85%-15.6pp | -0.27%-10.5pp | 519.73%-530.5pp |
| Employer contribution / active EE | $4,689 | $3,302+42.0% | $2,647+77.1% | $4,779-1.9% |
| Participant deferral / active EE | $6,773 | $4,639+46.0% | $3,835+76.6% | $5,609+20.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |