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 | $31,145 | $97,044-67.9% | $83,333-62.6% | $135,375-77.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.33% | 12.31%-22.6pp | 10.63%-21.0pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,584 | $4,143-37.6% | $3,379-23.5% | $4,779-45.9% |
| Participant deferral / active EE | $7,613 | $5,964+27.6% | $5,565+36.8% | $5,609+35.7% |
| Admin fee / account holder | $15 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |