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 | $193,013 | $106,115+81.9% | $85,969+124.5% | $125,391+53.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -5.79% | 13.93%-19.7pp | 9.32%-15.1pp | 282.22%-288.0pp |
| Employer contribution / active EE | $12,408 | $4,537+173.5% | $3,474+257.1% | $4,866+155.0% |
| Participant deferral / active EE | $8,000 | $4,859+64.6% | $3,829+108.9% | $5,352+49.5% |
| Admin fee / account holder | $75 | $8,144-99.1% | $6,053-98.8% | $9,540-99.2% |