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 | $86,005 | $138,065-37.7% | $123,544-30.4% | $135,375-36.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.82% | 153.68%-166.5pp | 119.20%-132.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,602 | $5,151-68.9% | $4,628-65.4% | $4,779-66.5% |
| Participant deferral / active EE | $10,044 | $6,799+47.7% | $6,426+56.3% | $5,609+79.1% |
| Admin fee / account holder | $117 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |