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 | $154,576 | $107,791+43.4% | $90,645+70.5% | $135,375+14.2% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -10.39% | -0.90%-9.5pp | 1.88%-12.3pp | 519.73%-530.1pp |
| Employer contribution / active EE | $3,389 | $3,018+12.3% | $2,532+33.9% | $4,779-29.1% |
| Participant deferral / active EE | $11,126 | $3,872+187.3% | $3,425+224.9% | $5,609+98.4% |
| Admin fee / account holder | $98 | $5,930-98.4% | $4,994-98.0% | $10,827-99.1% |