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 | $32,824 | $140,588-76.7% | $123,104-73.3% | $125,391-73.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.30% | 16.80%-22.1pp | 13.22%-18.5pp | 282.22%-287.5pp |
| Employer contribution / active EE | $1,868 | $6,041-69.1% | $5,151-63.7% | $4,866-61.6% |
| Participant deferral / active EE | $9,259 | $6,980+32.6% | $6,230+48.6% | $5,352+73.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |