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 | $215,739 | $115,770+86.4% | $101,248+113.1% | $158,922+35.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -3.10% | 56.14%-59.2pp | 46.47%-49.6pp | 302.83%-305.9pp |
| Employer contribution / active EE | $10,404 | $4,175+149.2% | $3,660+184.3% | $4,761+118.5% |
| Participant deferral / active EE | $8,725 | $4,957+76.0% | $4,370+99.7% | $5,982+45.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |