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 | $65,048 | $82,286-20.9% | $68,791-5.4% | $134,475-51.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.68% | -2.19%-20.5pp | -6.38%-16.3pp | 417.96%-440.6pp |
| Employer contribution / active EE | $3,473 | $3,301+5.2% | $2,655+30.8% | $4,740-26.7% |
| Participant deferral / active EE | $2,239 | $4,739-52.8% | $3,941-43.2% | $6,400-65.0% |
| Admin fee / account holder | $17 | $6,481-99.7% | $4,932-99.7% | $11,426-99.9% |