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 | $193,185 | $147,167+31.3% | $111,392+73.4% | $135,375+42.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -11.10% | -4.44%-6.7pp | -2.06%-9.0pp | 519.73%-530.8pp |
| Employer contribution / active EE | $22,339 | $5,204+329.3% | $4,328+416.2% | $4,779+367.5% |
| Participant deferral / active EE | $19,422 | $6,565+195.9% | $5,567+248.9% | $5,609+246.3% |
| Admin fee / account holder | $36 | $20,270-99.8% | $12,266-99.7% | $10,827-99.7% |