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 | $122,262 | $167,307-26.9% | $143,757-15.0% | $134,475-9.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.69% | 0.46%-28.2pp | -0.04%-27.6pp | 417.96%-445.7pp |
| Employer contribution / active EE | $17,977 | $5,619+219.9% | $4,951+263.1% | $4,740+279.3% |
| Participant deferral / active EE | $8,953 | $6,446+38.9% | $5,637+58.8% | $6,400+39.9% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |