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 | $73,324 | $54,350+34.9% | $82,719-11.4% | $68,494+7.1% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -21.41% | -13.67%-7.7pp | 701.18%-722.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $5,277 | $2,218+137.9% | $3,009+75.4% | $2,596+103.2% |
| Participant deferral / active EE | $8,585 | $3,246+164.5% | $4,395+95.3% | $4,027+113.2% |
| Admin fee / account holder | $135 | $4,395-96.9% | $5,329-97.5% | $5,403-97.5% |