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 | $170,349 | $105,860+60.9% | $90,749+87.7% | $134,475+26.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -24.27% | -11.01%-13.3pp | -12.16%-12.1pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,561 | $3,462-26.0% | $2,921-12.3% | $4,740-46.0% |
| Participant deferral / active EE | $16,438 | $5,216+215.2% | $4,564+260.2% | $6,400+156.9% |
| Admin fee / account holder | $30 | $13,938-99.8% | $8,445-99.6% | $11,426-99.7% |