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 | $36,202 | $90,503-60.0% | $78,689-54.0% | $273,961-86.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.03% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $17,891 | $3,176+463.4% | $2,851+527.6% | $4,869+267.5% |
| Participant deferral / active EE | $2,500 | $3,901-35.9% | $3,517-28.9% | $5,287-52.7% |
| Admin fee / account holder | $103 | $5,263-98.0% | $4,510-97.7% | $10,132-99.0% |