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 | $32,381 | $40,256-19.6% | $57,343-43.5% | $59,632-45.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -3.03% | 27.49%-30.5pp | 24.39%-27.4pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $7,249 | $1,922+277.2% | $2,689+169.6% | $2,203+229.1% |
| Participant deferral / active EE | $7,137 | $2,399+197.4% | $3,162+125.7% | $3,192+123.6% |
| Admin fee / account holder | $171 | $2,818-93.9% | $3,356-94.9% | $4,297-96.0% |