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 | $164,720 | $82,286+100.2% | $68,791+139.4% | $134,475+22.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -27.46% | -2.19%-25.3pp | -6.38%-21.1pp | 417.96%-445.4pp |
| Employer contribution / active EE | $5,000 | $3,301+51.5% | $2,655+88.3% | $4,740+5.5% |
| Participant deferral / active EE | $1,623 | $4,739-65.7% | $3,941-58.8% | $6,400-74.6% |
| Admin fee / account holder | $13 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |