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 8-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 | $101,015 | $105,860-4.6% | $90,749+11.3% | $134,475-24.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.78% | -11.01%-12.8pp | -12.16%-11.6pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,828 | $3,462-47.2% | $2,921-37.4% | $4,740-61.4% |
| Participant deferral / active EE | $11,769 | $5,216+125.6% | $4,564+157.9% | $6,400+83.9% |
| Admin fee / account holder | $58 | $13,938-99.6% | $8,445-99.3% | $11,426-99.5% |