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 | $109,311 | $140,588-22.2% | $123,104-11.2% | $125,391-12.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.15% | 16.80%-21.9pp | 13.22%-18.4pp | 282.22%-287.4pp |
| Employer contribution / active EE | $2,964 | $6,041-50.9% | $5,151-42.5% | $4,866-39.1% |
| Participant deferral / active EE | $13,900 | $6,980+99.1% | $6,230+123.1% | $5,352+159.7% |
| Admin fee / account holder | $16 | $11,198-99.9% | $9,015-99.8% | $9,540-99.8% |