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 | $58,638 | $105,860-44.6% | $90,749-35.4% | $134,475-56.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.52% | -11.01%-9.5pp | -12.16%-8.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,941 | $3,462-15.0% | $2,921+0.7% | $4,740-37.9% |
| Participant deferral / active EE | $5,681 | $5,216+8.9% | $4,564+24.5% | $6,400-11.2% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |