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 | $105,599 | $167,484-36.9% | $151,611-30.3% | $134,475-21.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.23% | 7.80%-30.0pp | 3.33%-25.6pp | 417.96%-440.2pp |
| Employer contribution / active EE | $11,756 | $6,829+72.1% | $6,166+90.7% | $4,740+148.0% |
| Participant deferral / active EE | $7,507 | $8,986-16.5% | $8,363-10.2% | $6,400+17.3% |
| Admin fee / account holder | $226 | $13,783-98.4% | $11,616-98.1% | $11,426-98.0% |