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 | $126,024 | $104,251+20.9% | $91,001+38.5% | $147,584-14.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | -13.70% | 27.06%-40.8pp | 4.60%-18.3pp | 578.55%-592.3pp |
| Employer contribution / active EE | $956 | $3,116-69.3% | $2,456-61.1% | $4,876-80.4% |
| Participant deferral / active EE | $1,748 | $4,195-58.3% | $3,547-50.7% | $5,439-67.9% |
| Admin fee / account holder | $162 | $8,948-98.2% | $5,417-97.0% | $10,885-98.5% |