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 | $121,272 | $142,344-14.8% | $119,609+1.4% | $134,475-9.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.72% | -12.44%-8.3pp | -14.97%-5.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $18,130 | $5,222+247.2% | $4,232+328.4% | $4,740+282.5% |
| Participant deferral / active EE | $10,011 | $6,469+54.7% | $5,602+78.7% | $6,400+56.4% |
| Admin fee / account holder | $31 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |