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 | $107,190 | $167,307-35.9% | $143,757-25.4% | $134,475-20.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.78% | 0.46%-25.2pp | -0.04%-24.7pp | 417.96%-442.7pp |
| Employer contribution / active EE | $2,315 | $5,619-58.8% | $4,951-53.2% | $4,740-51.2% |
| Participant deferral / active EE | $8,662 | $6,446+34.4% | $5,637+53.7% | $6,400+35.3% |
| Admin fee / account holder | $191 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |