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 | $134,637 | $211,958-36.5% | $169,463-20.6% | $135,375-0.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.42% | 3.26%-13.7pp | 1.83%-12.2pp | 519.73%-530.2pp |
| Employer contribution / active EE | $7,324 | $5,120+43.1% | $4,159+76.1% | $4,779+53.3% |
| Participant deferral / active EE | $15,225 | $6,075+150.6% | $5,277+188.5% | $5,609+171.4% |
| Admin fee / account holder | $222 | $11,471-98.1% | $9,109-97.6% | $10,827-97.9% |