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 | $29,853 | $138,065-78.4% | $123,544-75.8% | $135,375-77.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.30% | 153.68%-165.0pp | 119.20%-130.5pp | 519.73%-531.0pp |
| Employer contribution / active EE | $3,574 | $5,151-30.6% | $4,628-22.8% | $4,779-25.2% |
| Participant deferral / active EE | $6,226 | $6,799-8.4% | $6,426-3.1% | $5,609+11.0% |
| Admin fee / account holder | $233 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |