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 | $107,935 | $133,958-19.4% | $112,228-3.8% | $134,475-19.7% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -21.44% | 47.11%-68.6pp | 27.45%-48.9pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,903 | $4,038-52.9% | $3,635-47.7% | $4,740-59.9% |
| Participant deferral / active EE | $10,264 | $5,291+94.0% | $4,728+117.1% | $6,400+60.4% |
| Admin fee / account holder | $212 | $7,489-97.2% | $6,410-96.7% | $11,426-98.1% |