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 | $97,085 | $93,024+4.4% | $77,024+26.0% | $134,475-27.8% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -23.22% | 62.60%-85.8pp | 42.32%-65.5pp | 417.96%-441.2pp |
| Employer contribution / active EE | $11,533 | $3,418+237.4% | $2,812+310.1% | $4,740+143.3% |
| Participant deferral / active EE | $10,756 | $5,238+105.3% | $4,426+143.0% | $6,400+68.1% |
| Admin fee / account holder | $120 | $6,944-98.3% | $5,425-97.8% | $11,426-98.9% |