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 | $149,032 | $105,860+40.8% | $90,749+64.2% | $134,475+10.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -34.47% | -11.01%-23.5pp | -12.16%-22.3pp | 417.96%-452.4pp |
| Employer contribution / active EE | $2,862 | $3,462-17.3% | $2,921-2.0% | $4,740-39.6% |
| Participant deferral / active EE | $8,732 | $5,216+67.4% | $4,564+91.3% | $6,400+36.4% |
| Admin fee / account holder | $14 | $13,938-99.9% | $8,445-99.8% | $11,426-99.9% |