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 | $116,276 | $138,044-15.8% | $125,339-7.2% | $134,475-13.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.56% | 750.33%-777.9pp | 572.05%-599.6pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,406 | $5,243-73.2% | $4,814-70.8% | $4,740-70.3% |
| Participant deferral / active EE | $6,116 | $7,799-21.6% | $7,446-17.9% | $6,400-4.4% |
| Admin fee / account holder | $161 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |