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 | $34,367 | $168,632-79.6% | $147,614-76.7% | $125,391-72.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -10.54% | 77.65%-88.2pp | 61.98%-72.5pp | 282.22%-292.8pp |
| Employer contribution / active EE | $6,580 | $6,252+5.2% | $5,564+18.3% | $4,866+35.2% |
| Participant deferral / active EE | $10,167 | $5,507+84.6% | $4,895+107.7% | $5,352+90.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |