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 | $83,623 | $82,664+1.2% | $125,339-33.3% | $68,494+22.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.68% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $4,398 | $3,381+30.1% | $4,814-8.6% | $2,596+69.4% |
| Participant deferral / active EE | $6,522 | $6,110+6.7% | $7,446-12.4% | $4,027+62.0% |
| Admin fee / account holder | $36 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |