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 | $88,266 | $81,900+7.8% | $119,609-26.2% | $68,494+28.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.31% | -23.82%+4.5pp | -14.97%-4.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $4,545 | $2,693+68.8% | $4,232+7.4% | $2,596+75.1% |
| Participant deferral / active EE | $5,730 | $4,148+38.1% | $5,602+2.3% | $4,027+42.3% |
| Admin fee / account holder | $88 | $6,582-98.7% | $10,323-99.2% | $5,403-98.4% |