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 | $117,232 | $90,519+29.5% | $93,789+25.0% | $134,475-12.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -25.55% | -15.72%-9.8pp | -11.33%-14.2pp | 417.96%-443.5pp |
| Employer contribution / active EE | $4,731 | $4,343+8.9% | $4,323+9.4% | $4,740-0.2% |
| Participant deferral / active EE | $17,035 | $5,978+184.9% | $6,094+179.5% | $6,400+166.2% |
| Admin fee / account holder | $8 | $9,252-99.9% | $7,195-99.9% | $11,426-99.9% |