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 | $154,287 | $167,307-7.8% | $143,757+7.3% | $134,475+14.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.76% | 0.46%-24.2pp | -0.04%-23.7pp | 417.96%-441.7pp |
| Employer contribution / active EE | $4,309 | $5,619-23.3% | $4,951-13.0% | $4,740-9.1% |
| Participant deferral / active EE | $7,753 | $6,446+20.3% | $5,637+37.5% | $6,400+21.1% |
| Admin fee / account holder | $6 | $18,088-100.0% | $14,673-100.0% | $11,426-99.9% |