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 | $85,741 | $142,344-39.8% | $119,609-28.3% | $134,475-36.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.40% | -12.44%-8.0pp | -14.97%-5.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $10,256 | $5,222+96.4% | $4,232+142.4% | $4,740+116.4% |
| Participant deferral / active EE | $11,546 | $6,469+78.5% | $5,602+106.1% | $6,400+80.4% |
| Admin fee / account holder | $24 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |