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 | $112,403 | $127,777-12.0% | $106,548+5.5% | $167,490-32.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -31.05% | 33.87%-64.9pp | 26.80%-57.9pp | 478.56%-509.6pp |
| Employer contribution / active EE | $6,458 | $3,427+88.5% | $2,819+129.1% | $4,837+33.5% |
| Participant deferral / active EE | $3,503 | $5,087-31.1% | $4,398-20.4% | $6,341-44.8% |
| Admin fee / account holder | $95 | $11,228-99.2% | $7,407-98.7% | $12,309-99.2% |