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 | $43,755 | $211,958-79.4% | $169,463-74.2% | $135,375-67.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.73% | 3.26%-13.0pp | 1.83%-11.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $5,422 | $5,120+5.9% | $4,159+30.4% | $4,779+13.5% |
| Participant deferral / active EE | $9,243 | $6,075+52.2% | $5,277+75.2% | $5,609+64.8% |
| Admin fee / account holder | $17 | $11,471-99.9% | $9,109-99.8% | $10,827-99.8% |