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 | $131,859 | $99,032+33.1% | $80,019+64.8% | $135,375-2.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -15.58% | 15.39%-31.0pp | 11.22%-26.8pp | 519.73%-535.3pp |
| Employer contribution / active EE | $1,288 | $3,043-57.7% | $2,468-47.8% | $4,779-73.1% |
| Participant deferral / active EE | $16,875 | $4,282+294.1% | $3,686+357.9% | $5,609+200.9% |
| Admin fee / account holder | $103 | $10,436-99.0% | $6,521-98.4% | $10,827-99.1% |