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 | $109,604 | $95,862+14.3% | $79,550+37.8% | $134,475-18.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -20.98% | -2.69%-18.3pp | 0.16%-21.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,507 | $3,128-19.8% | $2,413+3.9% | $4,740-47.1% |
| Participant deferral / active EE | $5,509 | $4,693+17.4% | $3,985+38.2% | $6,400-13.9% |
| Admin fee / account holder | $64 | $9,126-99.3% | $6,832-99.1% | $11,426-99.4% |