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 | $92,834 | $147,167-36.9% | $111,392-16.7% | $135,375-31.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -12.19% | -4.44%-7.7pp | -2.06%-10.1pp | 519.73%-531.9pp |
| Employer contribution / active EE | $2,492 | $5,204-52.1% | $4,328-42.4% | $4,779-47.9% |
| Participant deferral / active EE | $6,880 | $6,565+4.8% | $5,567+23.6% | $5,609+22.7% |
| Admin fee / account holder | $15 | $20,270-99.9% | $12,266-99.9% | $10,827-99.9% |