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 | $63,299 | $72,404-12.6% | $110,238-42.6% | $64,186-1.4% |
| Participation rate | 89.6% | 73.3%+16.2pp | 79.8%+9.7pp | 69.6%+20.0pp |
| Annual return | -9.04% | -6.29%-2.8pp | 314.74%-323.8pp | 7.63%-16.7pp |
| Employer contribution / active EE | $3,402 | $2,282+49.1% | $3,826-11.1% | $2,381+42.9% |
| Participant deferral / active EE | $7,849 | $3,469+126.2% | $4,672+68.0% | $3,470+126.2% |
| Admin fee / account holder | $250 | $5,664-95.6% | $8,547-97.1% | $4,888-94.9% |