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 | $208,998 | $105,860+97.4% | $90,749+130.3% | $134,475+55.4% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -24.41% | -11.01%-13.4pp | -12.16%-12.2pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,415 | $3,462-59.1% | $2,921-51.5% | $4,740-70.1% |
| Participant deferral / active EE | $5,661 | $5,216+8.5% | $4,564+24.0% | $6,400-11.5% |
| Admin fee / account holder | $169 | $13,938-98.8% | $8,445-98.0% | $11,426-98.5% |