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 | $106,187 | $97,044+9.4% | $83,333+27.4% | $135,375-21.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.22% | 12.31%-24.5pp | 10.63%-22.9pp | 519.73%-532.0pp |
| Employer contribution / active EE | $6,417 | $4,143+54.9% | $3,379+89.9% | $4,779+34.3% |
| Participant deferral / active EE | $11,767 | $5,964+97.3% | $5,565+111.4% | $5,609+109.8% |
| Admin fee / account holder | $1 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |