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 | $86,296 | $105,860-18.5% | $90,749-4.9% | $134,475-35.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.19% | -11.01%-10.2pp | -12.16%-9.0pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,763 | $3,462+8.7% | $2,921+28.8% | $4,740-20.6% |
| Participant deferral / active EE | $9,935 | $5,216+90.5% | $4,564+117.7% | $6,400+55.2% |
| Admin fee / account holder | $227 | $13,938-98.4% | $8,445-97.3% | $11,426-98.0% |