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 | $95,631 | $107,334-10.9% | $92,893+2.9% | $152,861-37.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -3.02% | 145.58%-148.6pp | 109.41%-112.4pp | 345.32%-348.3pp |
| Employer contribution / active EE | $3,749 | $4,221-11.2% | $3,653+2.6% | $4,762-21.3% |
| Participant deferral / active EE | $19,750 | $4,845+307.7% | $4,236+366.2% | $5,850+237.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |