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 | $195,394 | $167,307+16.8% | $143,757+35.9% | $134,475+45.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.47% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,215 | $5,619-60.6% | $4,951-55.3% | $4,740-53.3% |
| Participant deferral / active EE | $4,715 | $6,446-26.8% | $5,637-16.4% | $6,400-26.3% |
| Admin fee / account holder | $40 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |