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 | $109,204 | $99,877+9.3% | $84,966+28.5% | $145,922-25.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -28.63% | 83.76%-112.4pp | 66.38%-95.0pp | 561.29%-589.9pp |
| Employer contribution / active EE | $3,659 | $3,231+13.2% | $2,727+34.2% | $4,660-21.5% |
| Participant deferral / active EE | $16,820 | $5,291+217.9% | $4,519+272.2% | $6,688+151.5% |
| Admin fee / account holder | $145 | $7,248-98.0% | $6,149-97.6% | $13,397-98.9% |