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 | $105,671 | $92,222+14.6% | $76,768+37.6% | $135,375-21.9% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -8.79% | 5.46%-14.2pp | 2.43%-11.2pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,865 | $3,216-42.0% | $2,485-24.9% | $4,779-61.0% |
| Participant deferral / active EE | $5,961 | $4,509+32.2% | $3,852+54.8% | $5,609+6.3% |
| Admin fee / account holder | $8 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |