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 | $211,833 | $115,770+83.0% | $101,248+109.2% | $158,922+33.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -3.08% | 56.14%-59.2pp | 46.47%-49.6pp | 302.83%-305.9pp |
| Employer contribution / active EE | $4,776 | $4,175+14.4% | $3,660+30.5% | $4,761+0.3% |
| Participant deferral / active EE | $2,500 | $4,957-49.6% | $4,370-42.8% | $5,982-58.2% |
| Admin fee / account holder | $1 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |