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 | $117,565 | $227,553-48.3% | $189,557-38.0% | $167,490-29.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -0.02% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,462 | $5,316-72.5% | $4,412-66.9% | $4,837-69.8% |
| Participant deferral / active EE | $3,250 | $7,002-53.6% | $6,174-47.4% | $6,341-48.7% |
| Admin fee / account holder | $44 | $11,878-99.6% | $9,807-99.6% | $12,309-99.6% |