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 | $74,013 | $106,115-30.3% | $85,969-13.9% | $125,391-41.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -5.10% | 13.93%-19.0pp | 9.32%-14.4pp | 282.22%-287.3pp |
| Employer contribution / active EE | $1,129 | $4,537-75.1% | $3,474-67.5% | $4,866-76.8% |
| Participant deferral / active EE | $7,938 | $4,859+63.4% | $3,829+107.3% | $5,352+48.3% |
| Admin fee / account holder | $132 | $8,144-98.4% | $6,053-97.8% | $9,540-98.6% |