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 | $38,156 | $69,518-45.1% | $59,878-36.3% | $135,375-71.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.84% | 7.94%-17.8pp | 3.46%-13.3pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,281 | $3,235-29.5% | $2,722-16.2% | $4,779-52.3% |
| Participant deferral / active EE | $4,686 | $4,206+11.4% | $3,402+37.7% | $5,609-16.5% |
| Admin fee / account holder | $265 | $5,734-95.4% | $3,590-92.6% | $10,827-97.5% |