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 | $119,978 | $175,600-31.7% | $129,110-7.1% | $134,475-10.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -20.19% | -11.39%-8.8pp | -10.94%-9.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $9,404 | $6,355+48.0% | $5,052+86.2% | $4,740+98.4% |
| Participant deferral / active EE | $11,946 | $7,975+49.8% | $6,542+82.6% | $6,400+86.7% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |