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 | $68,049 | $105,860-35.7% | $90,749-25.0% | $134,475-49.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -43.65% | -11.01%-32.6pp | -12.16%-31.5pp | 417.96%-461.6pp |
| Employer contribution / active EE | $5,789 | $3,462+67.2% | $2,921+98.2% | $4,740+22.1% |
| Participant deferral / active EE | $4,120 | $5,216-21.0% | $4,564-9.7% | $6,400-35.6% |
| Admin fee / account holder | $80 | $13,938-99.4% | $8,445-99.1% | $11,426-99.3% |