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 | $124,305 | $211,958-41.4% | $169,463-26.6% | $135,375-8.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.53% | 3.26%-12.8pp | 1.83%-11.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $7,196 | $5,120+40.5% | $4,159+73.0% | $4,779+50.6% |
| Participant deferral / active EE | $17,154 | $6,075+182.4% | $5,277+225.1% | $5,609+205.8% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |