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 | $159,549 | $142,344+12.1% | $119,609+33.4% | $134,475+18.6% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -23.84% | -12.44%-11.4pp | -14.97%-8.9pp | 417.96%-441.8pp |
| Employer contribution / active EE | $6,582 | $5,222+26.0% | $4,232+55.5% | $4,740+38.9% |
| Participant deferral / active EE | $15,610 | $6,469+141.3% | $5,602+178.6% | $6,400+143.9% |
| Admin fee / account holder | $6 | $13,584-100.0% | $10,323-99.9% | $11,426-99.9% |