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 | $134,851 | $167,307-19.4% | $143,757-6.2% | $134,475+0.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.90% | 0.46%-23.4pp | -0.04%-22.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $6,454 | $5,619+14.9% | $4,951+30.4% | $4,740+36.2% |
| Participant deferral / active EE | $3,485 | $6,446-45.9% | $5,637-38.2% | $6,400-45.5% |
| Admin fee / account holder | $174 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |