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 | $49,392 | $138,065-64.2% | $123,544-60.0% | $135,375-63.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.79% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.5pp |
| Employer contribution / active EE | $3,541 | $5,151-31.3% | $4,628-23.5% | $4,779-25.9% |
| Participant deferral / active EE | $6,971 | $6,799+2.5% | $6,426+8.5% | $5,609+24.3% |
| Admin fee / account holder | $171 | $10,916-98.4% | $9,284-98.2% | $10,827-98.4% |