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 | $79,522 | $95,862-17.0% | $79,5500% | $134,475-40.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -26.64% | -2.69%-23.9pp | 0.16%-26.8pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,285 | $3,128-58.9% | $2,413-46.7% | $4,740-72.9% |
| Participant deferral / active EE | $2,537 | $4,693-45.9% | $3,985-36.3% | $6,400-60.4% |
| Admin fee / account holder | $40 | $9,126-99.6% | $6,832-99.4% | $11,426-99.6% |