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 | $153,892 | $131,829+16.7% | $108,579+41.7% | $273,961-43.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.13% | -91.57%+92.7pp | -51.70%+52.8pp | 41.45%-40.3pp |
| Employer contribution / active EE | $1,910 | $4,912-61.1% | $3,758-49.2% | $4,869-60.8% |
| Participant deferral / active EE | $9,519 | $5,127+85.7% | $4,311+120.8% | $5,287+80.0% |
| Admin fee / account holder | $65 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |