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 | $76,277 | $180,449-57.7% | $154,107-50.5% | $135,375-43.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.64% | 888.09%-900.7pp | 735.12%-747.8pp | 519.73%-532.4pp |
| Employer contribution / active EE | $11,854 | $6,035+96.4% | $5,298+123.8% | $4,779+148.1% |
| Participant deferral / active EE | $7,122 | $5,806+22.7% | $5,081+40.2% | $5,609+27.0% |
| Admin fee / account holder | $144 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |