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 | $84,921 | $95,862-11.4% | $79,550+6.8% | $134,475-36.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -22.11% | -2.69%-19.4pp | 0.16%-22.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $5,564 | $3,128+77.9% | $2,413+130.6% | $4,740+17.4% |
| Participant deferral / active EE | $11,601 | $4,693+147.2% | $3,985+191.1% | $6,400+81.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |