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 | $52,515 | $112,300-53.2% | $90,223-41.8% | $125,391-58.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -5.23% | -0.57%-4.7pp | 1.31%-6.5pp | 282.22%-287.5pp |
| Employer contribution / active EE | $12,643 | $5,181+144.0% | $4,378+188.8% | $4,866+159.8% |
| Participant deferral / active EE | $8,104 | $6,733+20.4% | $5,792+39.9% | $5,352+51.4% |
| Admin fee / account holder | $56 | $10,990-99.5% | $7,406-99.2% | $9,540-99.4% |