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 | $86,875 | $135,635-35.9% | $110,238-21.2% | $135,375-35.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -17.26% | 513.19%-530.5pp | 314.74%-332.0pp | 519.73%-537.0pp |
| Employer contribution / active EE | $14,776 | $4,906+201.2% | $3,826+286.2% | $4,779+209.2% |
| Participant deferral / active EE | $12,606 | $5,506+128.9% | $4,672+169.8% | $5,609+124.7% |
| Admin fee / account holder | $148 | $11,457-98.7% | $8,547-98.3% | $10,827-98.6% |