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 | $90,396 | $217,402-58.4% | $185,823-51.4% | $167,490-46.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -52.20% | 148.36%-200.6pp | 122.05%-174.3pp | 478.56%-530.8pp |
| Employer contribution / active EE | $10,981 | $5,873+87.0% | $5,167+112.5% | $4,837+127.0% |
| Participant deferral / active EE | $13,000 | $6,356+104.5% | $5,568+133.5% | $6,341+105.0% |
| Admin fee / account holder | $54 | $19,811-99.7% | $16,237-99.7% | $12,309-99.6% |