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 | $74,399 | $112,881-34.1% | $90,951-18.2% | $158,922-53.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -9.98% | 215.79%-225.8pp | 134.60%-144.6pp | 302.83%-312.8pp |
| Employer contribution / active EE | $2,483 | $2,893-14.2% | $2,122+17.0% | $4,761-47.8% |
| Participant deferral / active EE | $3,895 | $4,128-5.6% | $3,373+15.5% | $5,982-34.9% |
| Admin fee / account holder | $27 | $8,041-99.7% | $5,959-99.5% | $11,246-99.8% |