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 | $35,353 | $57,354-38.4% | $83,848-57.8% | $64,186-44.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -11.36% | 11.38%-22.7pp | 850.88%-862.2pp | 7.63%-19.0pp |
| Employer contribution / active EE | $7,375 | $2,545+189.7% | $3,631+103.1% | $2,381+209.7% |
| Participant deferral / active EE | $4,541 | $2,993+51.7% | $4,082+11.3% | $3,470+30.9% |
| Admin fee / account holder | $126 | $4,046-96.9% | $5,478-97.7% | $4,888-97.4% |