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 | $99,573 | $67,331+47.9% | $60,874+63.6% | $134,475-26.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.87% | 49.93%-73.8pp | 16.90%-40.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $3,640 | $3,096+17.5% | $2,701+34.7% | $4,740-23.2% |
| Participant deferral / active EE | $15,975 | $4,538+252.0% | $3,817+318.5% | $6,400+149.6% |
| Admin fee / account holder | $237 | $4,582-94.8% | $3,224-92.7% | $11,426-97.9% |