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 | $69,939 | $167,307-58.2% | $143,757-51.3% | $134,475-48.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.67% | 0.46%-32.1pp | -0.04%-31.6pp | 417.96%-449.6pp |
| Employer contribution / active EE | $2,571 | $5,619-54.2% | $4,951-48.1% | $4,740-45.8% |
| Participant deferral / active EE | $3,423 | $6,446-46.9% | $5,637-39.3% | $6,400-46.5% |
| Admin fee / account holder | $24 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |