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 | $35,492 | $131,829-73.1% | $108,579-67.3% | $273,961-87.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.18% | -91.57%+91.8pp | -51.70%+51.9pp | 41.45%-41.3pp |
| Employer contribution / active EE | $19,006 | $4,912+286.9% | $3,758+405.7% | $4,869+290.4% |
| Participant deferral / active EE | $2,083 | $5,127-59.4% | $4,311-51.7% | $5,287-60.6% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |