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 | $62,098 | $152,509-59.3% | $117,472-47.1% | $134,475-53.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.70% | 52.99%-73.7pp | 29.74%-50.4pp | 417.96%-438.7pp |
| Employer contribution / active EE | $13,986 | $5,571+151.0% | $4,176+234.9% | $4,740+195.1% |
| Participant deferral / active EE | $6,790 | $4,818+40.9% | $4,070+66.8% | $6,400+6.1% |
| Admin fee / account holder | $170 | $7,004-97.6% | $5,645-97.0% | $11,426-98.5% |