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 | $91,535 | $99,032-7.6% | $80,019+14.4% | $135,375-32.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -29.03% | 15.39%-44.4pp | 11.22%-40.2pp | 519.73%-548.8pp |
| Employer contribution / active EE | $1,003 | $3,043-67.1% | $2,468-59.4% | $4,779-79.0% |
| Participant deferral / active EE | $1,615 | $4,282-62.3% | $3,686-56.2% | $5,609-71.2% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |