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 | $64,641 | $177,572-63.6% | $154,803-58.2% | $142,382-54.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -2.74% | 65.07%-67.8pp | 58.88%-61.6pp | 217.08%-219.8pp |
| Employer contribution / active EE | $3,779 | $4,810-21.4% | $4,305-12.2% | $4,299-12.1% |
| Participant deferral / active EE | $14,200 | $6,272+126.4% | $5,540+156.3% | $6,507+118.2% |
| Admin fee / account holder | $200 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |