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 | $50,357 | $138,065-63.5% | $123,544-59.2% | $135,375-62.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.82% | 153.68%-163.5pp | 119.20%-129.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,433 | $5,151-33.4% | $4,628-25.8% | $4,779-28.2% |
| Participant deferral / active EE | $10,290 | $6,799+51.3% | $6,426+60.1% | $5,609+83.5% |
| Admin fee / account holder | -$85 | $10,916-100.8% | $9,284-100.9% | $10,827-100.8% |