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 | $123,317 | $183,519-32.8% | $155,509-20.7% | $145,922-15.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -7.42% | 61.17%-68.6pp | 64.67%-72.1pp | 561.29%-568.7pp |
| Employer contribution / active EE | $1,843 | $5,313-65.3% | $4,672-60.6% | $4,660-60.5% |
| Participant deferral / active EE | $15,250 | $6,462+136.0% | $5,626+171.1% | $6,688+128.0% |
| Admin fee / account holder | $287 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |