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 | $150,467 | $142,344+5.7% | $119,609+25.8% | $134,475+11.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.71% | -12.44%-8.3pp | -14.97%-5.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $6,529 | $5,222+25.0% | $4,232+54.3% | $4,740+37.7% |
| Participant deferral / active EE | $10,800 | $6,469+66.9% | $5,602+92.8% | $6,400+68.8% |
| Admin fee / account holder | $203 | $13,584-98.5% | $10,323-98.0% | $11,426-98.2% |