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 | $121,682 | $82,664+47.2% | $125,339-2.9% | $68,494+77.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -30.10% | -5.97%-24.1pp | 572.05%-602.1pp | -7.84%-22.3pp |
| Employer contribution / active EE | $4,890 | $3,381+44.6% | $4,814+1.6% | $2,596+88.3% |
| Participant deferral / active EE | $11,279 | $6,110+84.6% | $7,446+51.5% | $4,027+180.1% |
| Admin fee / account holder | $30 | $6,275-99.5% | $10,010-99.7% | $5,403-99.4% |