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 | $129,548 | $95,862+35.1% | $79,550+62.9% | $134,475-3.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -20.94% | -2.69%-18.3pp | 0.16%-21.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,191 | $3,128-30.0% | $2,413-9.2% | $4,740-53.8% |
| Participant deferral / active EE | $5,316 | $4,693+13.3% | $3,985+33.4% | $6,400-16.9% |
| Admin fee / account holder | $44 | $9,126-99.5% | $6,832-99.4% | $11,426-99.6% |