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 | $154,116 | $93,024+65.7% | $77,024+100.1% | $134,475+14.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.43% | 62.60%-86.0pp | 42.32%-65.7pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,016 | $3,418-41.0% | $2,812-28.3% | $4,740-57.5% |
| Participant deferral / active EE | $7,498 | $5,238+43.1% | $4,426+69.4% | $6,400+17.2% |
| Admin fee / account holder | $7 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |