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 | $35,147 | $95,193-63.1% | $76,523-54.1% | $135,375-74.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -12.23% | 4.85%-17.1pp | -0.27%-12.0pp | 519.73%-532.0pp |
| Employer contribution / active EE | $2,294 | $3,302-30.5% | $2,647-13.4% | $4,779-52.0% |
| Participant deferral / active EE | $10,480 | $4,639+125.9% | $3,835+173.2% | $5,609+86.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |