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 | $66,126 | $69,518-4.9% | $59,878+10.4% | $135,375-51.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -12.77% | 7.94%-20.7pp | 3.46%-16.2pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,797 | $3,235-44.5% | $2,722-34.0% | $4,779-62.4% |
| Participant deferral / active EE | $4,464 | $4,206+6.1% | $3,402+31.2% | $5,609-20.4% |
| Admin fee / account holder | $268 | $5,734-95.3% | $3,590-92.5% | $10,827-97.5% |