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 | $64,625 | $142,344-54.6% | $119,609-46.0% | $134,475-51.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -24.51% | -12.44%-12.1pp | -14.97%-9.5pp | 417.96%-442.5pp |
| Employer contribution / active EE | $2,726 | $5,222-47.8% | $4,232-35.6% | $4,740-42.5% |
| Participant deferral / active EE | $8,707 | $6,469+34.6% | $5,602+55.4% | $6,400+36.1% |
| Admin fee / account holder | $196 | $13,584-98.6% | $10,323-98.1% | $11,426-98.3% |