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 | $39,889 | $138,065-71.1% | $123,544-67.7% | $135,375-70.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.96% | 153.68%-163.6pp | 119.20%-129.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,280 | $5,151-75.2% | $4,628-72.3% | $4,779-73.2% |
| Participant deferral / active EE | $4,783 | $6,799-29.6% | $6,426-25.6% | $5,609-14.7% |
| Admin fee / account holder | $187 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |