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 | $99,490 | $138,065-27.9% | $123,544-19.5% | $135,375-26.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.78% | 153.68%-165.5pp | 119.20%-131.0pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,116 | $5,151-58.9% | $4,628-54.3% | $4,779-55.7% |
| Participant deferral / active EE | $5,171 | $6,799-23.9% | $6,426-19.5% | $5,609-7.8% |
| Admin fee / account holder | $267 | $10,916-97.6% | $9,284-97.1% | $10,827-97.5% |