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 | $108,477 | $167,307-35.2% | $143,757-24.5% | $134,475-19.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.85% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $17,271 | $5,619+207.4% | $4,951+248.8% | $4,740+264.4% |
| Participant deferral / active EE | $10,611 | $6,446+64.6% | $5,637+88.2% | $6,400+65.8% |
| Admin fee / account holder | $8 | $18,088-100.0% | $14,673-99.9% | $11,426-99.9% |