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 | $219,872 | $117,690+86.8% | $71,735+206.5% | $134,475+63.5% |
| Participation rate | 71.4% | 68.8%+2.6pp | 62.3%+9.1pp | 81.2%-9.8pp |
| Annual return | -23.45% | 25.44%-48.9pp | 9.14%-32.6pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,936 | $2,525-23.3% | $1,704+13.6% | $4,740-59.2% |
| Participant deferral / active EE | $4,314 | $3,759+14.8% | $2,658+62.3% | $6,400-32.6% |
| Admin fee / account holder | $59 | $6,379-99.1% | $3,974-98.5% | $11,426-99.5% |