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 | $29,621 | $140,578-78.9% | $100,671-70.6% | $125,391-76.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.59% | 24.67%-28.3pp | 20.43%-24.0pp | 282.22%-285.8pp |
| Employer contribution / active EE | $2,297 | $5,965-61.5% | $4,012-42.7% | $4,866-52.8% |
| Participant deferral / active EE | $5,501 | $3,981+38.2% | $3,144+75.0% | $5,352+2.8% |
| Admin fee / account holder | $268 | $6,716-96.0% | $4,850-94.5% | $9,540-97.2% |