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 | $89,756 | $82,286+9.1% | $68,791+30.5% | $134,475-33.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -26.80% | -2.19%-24.6pp | -6.38%-20.4pp | 417.96%-444.8pp |
| Employer contribution / active EE | $15,627 | $3,301+373.4% | $2,655+488.5% | $4,740+229.7% |
| Participant deferral / active EE | $23,964 | $4,739+405.7% | $3,941+508.0% | $6,400+274.4% |
| Admin fee / account holder | $279 | $6,481-95.7% | $4,932-94.3% | $11,426-97.6% |