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 | $70,191 | $78,694-10.8% | $67,652+3.8% | $125,391-44.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -6.07% | 9.46%-15.5pp | 6625.04%-6631.1pp | 282.22%-288.3pp |
| Employer contribution / active EE | $2,547 | $3,044-16.3% | $2,266+12.4% | $4,866-47.6% |
| Participant deferral / active EE | $7,523 | $4,292+75.3% | $3,560+111.3% | $5,352+40.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |