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 | $82,046 | $142,344-42.4% | $119,609-31.4% | $134,475-39.0% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -29.14% | -12.44%-16.7pp | -14.97%-14.2pp | 417.96%-447.1pp |
| Employer contribution / active EE | $15,972 | $5,222+205.9% | $4,232+277.4% | $4,740+237.0% |
| Participant deferral / active EE | $8,253 | $6,469+27.6% | $5,602+47.3% | $6,400+29.0% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |