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 | $25,795 | $138,065-81.3% | $123,544-79.1% | $135,375-80.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.66% | 153.68%-163.3pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $949 | $5,151-81.6% | $4,628-79.5% | $4,779-80.1% |
| Participant deferral / active EE | $3,783 | $6,799-44.4% | $6,426-41.1% | $5,609-32.6% |
| Admin fee / account holder | $252 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |