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 | $166,837 | $95,862+74.0% | $79,550+109.7% | $134,475+24.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.59% | -2.69%-21.9pp | 0.16%-24.7pp | 417.96%-442.5pp |
| Employer contribution / active EE | $4,292 | $3,128+37.2% | $2,413+77.9% | $4,740-9.4% |
| Participant deferral / active EE | $9,470 | $4,693+101.8% | $3,985+137.6% | $6,400+48.0% |
| Admin fee / account holder | $270 | $9,126-97.0% | $6,832-96.0% | $11,426-97.6% |