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 | $62,587 | $90,600-30.9% | $79,464-21.2% | $135,375-53.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.74% | 977.43%-987.2pp | 718.14%-727.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,652 | $3,068+19.0% | $2,800+30.4% | $4,779-23.6% |
| Participant deferral / active EE | $7,137 | $4,050+76.2% | $3,704+92.7% | $5,609+27.2% |
| Admin fee / account holder | $106 | $5,907-98.2% | $5,113-97.9% | $10,827-99.0% |