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 | $98,920 | $142,344-30.5% | $119,609-17.3% | $134,475-26.4% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -24.73% | -12.44%-12.3pp | -14.97%-9.8pp | 417.96%-442.7pp |
| Employer contribution / active EE | $7,256 | $5,222+38.9% | $4,232+71.5% | $4,740+53.1% |
| Participant deferral / active EE | $9,536 | $6,469+47.4% | $5,602+70.2% | $6,400+49.0% |
| Admin fee / account holder | $151 | $13,584-98.9% | $10,323-98.5% | $11,426-98.7% |