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 | $120,364 | $82,286+46.3% | $68,791+75.0% | $134,475-10.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -27.84% | -2.19%-25.7pp | -6.38%-21.5pp | 417.96%-445.8pp |
| Employer contribution / active EE | $11,158 | $3,301+238.0% | $2,655+320.2% | $4,740+135.4% |
| Participant deferral / active EE | $10,308 | $4,739+117.5% | $3,941+161.5% | $6,400+61.1% |
| Admin fee / account holder | $6 | $6,481-99.9% | $4,932-99.9% | $11,426-99.9% |