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 | $183,690 | $142,344+29.0% | $119,609+53.6% | $134,475+36.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.37% | -12.44%-8.9pp | -14.97%-6.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,921 | $5,222-44.1% | $4,232-31.0% | $4,740-38.4% |
| Participant deferral / active EE | $8,448 | $6,469+30.6% | $5,602+50.8% | $6,400+32.0% |
| Admin fee / account holder | $213 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |