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 | $28,478 | $211,958-86.6% | $169,463-83.2% | $135,375-79.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -15.90% | 3.26%-19.2pp | 1.83%-17.7pp | 519.73%-535.6pp |
| Employer contribution / active EE | $1,867 | $5,120-63.5% | $4,159-55.1% | $4,779-60.9% |
| Participant deferral / active EE | $13,468 | $6,075+121.7% | $5,277+155.2% | $5,609+140.1% |
| Admin fee / account holder | $104 | $11,471-99.1% | $9,109-98.9% | $10,827-99.0% |