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 | $90,055 | $97,044-7.2% | $83,333+8.1% | $135,375-33.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -9.80% | 12.31%-22.1pp | 10.63%-20.4pp | 519.73%-529.5pp |
| Employer contribution / active EE | $5,044 | $4,143+21.7% | $3,379+49.3% | $4,779+5.5% |
| Participant deferral / active EE | $5,044 | $5,964-15.4% | $5,565-9.4% | $5,609-10.1% |
| Admin fee / account holder | $26 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |