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 | $83,359 | $92,222-9.6% | $76,768+8.6% | $135,375-38.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.50% | 5.46%-16.0pp | 2.43%-12.9pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,630 | $3,216-49.3% | $2,485-34.4% | $4,779-65.9% |
| Participant deferral / active EE | $5,907 | $4,509+31.0% | $3,852+53.4% | $5,609+5.3% |
| Admin fee / account holder | $95 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |