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 | $86,825 | $102,616-15.4% | $81,983+5.9% | $158,922-45.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | -4.77% | 61.04%-65.8pp | 41.31%-46.1pp | 302.83%-307.6pp |
| Employer contribution / active EE | $6,000 | $3,240+85.2% | $2,498+140.2% | $4,761+26.0% |
| Participant deferral / active EE | $13,232 | $4,648+184.7% | $3,722+255.5% | $5,982+121.2% |
| Admin fee / account holder | $60 | $8,235-99.3% | $5,664-98.9% | $11,246-99.5% |