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 | $104,250 | $167,484-37.8% | $151,611-31.2% | $134,475-22.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -28.81% | 7.80%-36.6pp | 3.33%-32.1pp | 417.96%-446.8pp |
| Employer contribution / active EE | $13,438 | $6,829+96.8% | $6,166+117.9% | $4,740+183.5% |
| Participant deferral / active EE | $9,402 | $8,986+4.6% | $8,363+12.4% | $6,400+46.9% |
| Admin fee / account holder | $7 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |