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 | $100,784 | $105,126-4.1% | $94,646+6.5% | $139,434-27.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -8.08% | 38.03%-46.1pp | 156.71%-164.8pp | 372.94%-381.0pp |
| Employer contribution / active EE | $2,792 | $4,106-32.0% | $3,672-24.0% | $4,751-41.2% |
| Participant deferral / active EE | $13,455 | $7,599+77.1% | $7,418+81.4% | $6,710+100.5% |
| Admin fee / account holder | $12 | $8,984-99.9% | $7,231-99.8% | $11,403-99.9% |