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 | $84,551 | $111,535-24.2% | $105,223-19.6% | $137,256-38.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -0.69% | 237.85%-238.5pp | 180.65%-181.3pp | 220.34%-221.0pp |
| Employer contribution / active EE | $2,117 | $3,939-46.3% | $3,689-42.6% | $4,156-49.1% |
| Participant deferral / active EE | $3,067 | $5,500-44.2% | $5,072-39.5% | $6,407-52.1% |
| Admin fee / account holder | $14 | $9,721-99.9% | $8,859-99.8% | $12,270-99.9% |