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 | $55,671 | $99,032-43.8% | $80,019-30.4% | $135,375-58.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.96% | 15.39%-26.3pp | 11.22%-22.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,630 | $3,043-46.4% | $2,468-33.9% | $4,779-65.9% |
| Participant deferral / active EE | $8,058 | $4,282+88.2% | $3,686+118.6% | $5,609+43.7% |
| Admin fee / account holder | $228 | $10,436-97.8% | $6,521-96.5% | $10,827-97.9% |