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 | $83,131 | $77,813+6.8% | $123,544-32.7% | $64,186+29.5% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | -10.03% | 12.48%-22.5pp | 119.20%-129.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $7,029 | $3,014+133.2% | $4,628+51.9% | $2,381+195.3% |
| Participant deferral / active EE | $14,667 | $5,240+179.9% | $6,426+128.3% | $3,470+322.7% |
| Admin fee / account holder | $250 | $5,519-95.5% | $9,284-97.3% | $4,888-94.9% |