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 | $81,226 | $142,344-42.9% | $119,609-32.1% | $134,475-39.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -29.95% | -12.44%-17.5pp | -14.97%-15.0pp | 417.96%-447.9pp |
| Employer contribution / active EE | $11,988 | $5,222+129.6% | $4,232+183.3% | $4,740+152.9% |
| Participant deferral / active EE | $7,056 | $6,469+9.1% | $5,602+26.0% | $6,400+10.3% |
| Admin fee / account holder | $157 | $13,584-98.8% | $10,323-98.5% | $11,426-98.6% |