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 | $43,336 | $127,386-66.0% | $115,037-62.3% | $125,391-65.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -11.43% | 31.28%-42.7pp | 26.14%-37.6pp | 282.22%-293.7pp |
| Employer contribution / active EE | $3,000 | $5,166-41.9% | $4,608-34.9% | $4,866-38.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $175 | $9,516-98.2% | $8,175-97.9% | $9,540-98.2% |