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 | $108,410 | $167,307-35.2% | $143,757-24.6% | $134,475-19.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -35.21% | 0.46%-35.7pp | -0.04%-35.2pp | 417.96%-453.2pp |
| Employer contribution / active EE | $2,932 | $5,619-47.8% | $4,951-40.8% | $4,740-38.1% |
| Participant deferral / active EE | $4,940 | $6,446-23.4% | $5,637-12.4% | $6,400-22.8% |
| Admin fee / account holder | $270 | $18,088-98.5% | $14,673-98.2% | $11,426-97.6% |