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 | $58,256 | $72,404-19.5% | $110,238-47.2% | $64,186-9.2% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | -15.67% | -6.29%-9.4pp | 314.74%-330.4pp | 7.63%-23.3pp |
| Employer contribution / active EE | $1,542 | $2,282-32.4% | $3,826-59.7% | $2,381-35.2% |
| Participant deferral / active EE | $3,726 | $3,469+7.4% | $4,672-20.2% | $3,470+7.4% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |