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 | $186,283 | $142,344+30.9% | $119,609+55.7% | $134,475+38.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.71% | -12.44%-9.3pp | -14.97%-6.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $3,375 | $5,222-35.4% | $4,232-20.3% | $4,740-28.8% |
| Participant deferral / active EE | $18,660 | $6,469+188.4% | $5,602+233.1% | $6,400+191.6% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |