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 | $37,543 | $167,307-77.6% | $143,757-73.9% | $134,475-72.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -48.28% | 0.46%-48.7pp | -0.04%-48.2pp | 417.96%-466.2pp |
| Employer contribution / active EE | $5,745 | $5,619+2.2% | $4,951+16.0% | $4,740+21.2% |
| Participant deferral / active EE | $3,426 | $6,446-46.8% | $5,637-39.2% | $6,400-46.5% |
| Admin fee / account holder | $18 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |