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 | $220,232 | $167,307+31.6% | $143,757+53.2% | $134,475+63.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.68% | 0.46%-25.1pp | -0.04%-24.6pp | 417.96%-442.6pp |
| Employer contribution / active EE | $7,337 | $5,619+30.6% | $4,951+48.2% | $4,740+54.8% |
| Participant deferral / active EE | $9,428 | $6,446+46.3% | $5,637+67.2% | $6,400+47.3% |
| Admin fee / account holder | $10 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |