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 | $69,739 | $142,344-51.0% | $119,609-41.7% | $134,475-48.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.01% | -12.44%-11.6pp | -14.97%-9.0pp | 417.96%-442.0pp |
| Employer contribution / active EE | $4,705 | $5,222-9.9% | $4,232+11.2% | $4,740-0.7% |
| Participant deferral / active EE | $9,190 | $6,469+42.1% | $5,602+64.0% | $6,400+43.6% |
| Admin fee / account holder | $59 | $13,584-99.6% | $10,323-99.4% | $11,426-99.5% |