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 | $72,924 | $95,193-23.4% | $76,523-4.7% | $135,375-46.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.38% | 4.85%-16.2pp | -0.27%-11.1pp | 519.73%-531.1pp |
| Employer contribution / active EE | $15,418 | $3,302+366.9% | $2,647+482.4% | $4,779+222.6% |
| Participant deferral / active EE | $8,106 | $4,639+74.7% | $3,835+111.3% | $5,609+44.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |