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 | $65,814 | $175,202-62.4% | $149,673-56.0% | $139,434-52.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -10.21% | 166.71%-176.9pp | 134.42%-144.6pp | 372.94%-383.2pp |
| Employer contribution / active EE | $16,819 | $5,474+207.2% | $4,818+249.1% | $4,751+254.0% |
| Participant deferral / active EE | $20,000 | $6,519+206.8% | $5,680+252.1% | $6,710+198.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |