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 | $144,586 | $95,971+50.7% | $74,550+93.9% | $135,375+6.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.19% | 56.96%-68.2pp | 32.53%-43.7pp | 519.73%-530.9pp |
| Employer contribution / active EE | $6,438 | $2,716+137.0% | $1,961+228.3% | $4,779+34.7% |
| Participant deferral / active EE | $3,684 | $3,843-4.1% | $3,108+18.5% | $5,609-34.3% |
| Admin fee / account holder | $108 | $6,522-98.4% | $5,060-97.9% | $10,827-99.0% |