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 | $132,578 | $67,214+97.2% | $61,491+115.6% | $134,475-1.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.68% | -12.08%-14.6pp | -12.98%-13.7pp | 417.96%-444.6pp |
| Employer contribution / active EE | $15,603 | $4,974+213.7% | $4,246+267.5% | $4,740+229.2% |
| Participant deferral / active EE | $0 | $6,103-100.0% | $5,188-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,426-100.0% |