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 | $173,944 | $92,222+88.6% | $76,768+126.6% | $135,375+28.5% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -14.83% | 5.46%-20.3pp | 2.43%-17.3pp | 519.73%-534.6pp |
| Employer contribution / active EE | $2,905 | $3,216-9.7% | $2,485+16.9% | $4,779-39.2% |
| Participant deferral / active EE | $11,484 | $4,509+154.7% | $3,852+198.2% | $5,609+104.7% |
| Admin fee / account holder | $78 | $10,748-99.3% | $6,675-98.8% | $10,827-99.3% |