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 | $92,212 | $97,757-5.7% | $83,848+10.0% | $135,375-31.9% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -10.16% | 1287.37%-1297.5pp | 850.88%-861.0pp | 519.73%-529.9pp |
| Employer contribution / active EE | $12,575 | $4,222+197.9% | $3,631+246.4% | $4,779+163.2% |
| Participant deferral / active EE | $7,926 | $4,682+69.3% | $4,082+94.2% | $5,609+41.3% |
| Admin fee / account holder | $24 | $6,674-99.6% | $5,478-99.6% | $10,827-99.8% |