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 | $160,820 | $95,193+68.9% | $76,523+110.2% | $135,375+18.8% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -14.26% | 4.85%-19.1pp | -0.27%-14.0pp | 519.73%-534.0pp |
| Employer contribution / active EE | $10,904 | $3,302+230.2% | $2,647+311.9% | $4,779+128.2% |
| Participant deferral / active EE | $3,124 | $4,639-32.7% | $3,835-18.5% | $5,609-44.3% |
| Admin fee / account holder | $38 | $6,249-99.4% | $4,848-99.2% | $10,827-99.7% |