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 | $229,091 | $154,117+48.6% | $129,995+76.2% | $139,434+64.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -7.29% | 32.48%-39.8pp | -137.18%+129.9pp | 372.94%-380.2pp |
| Employer contribution / active EE | $28,976 | $5,289+447.9% | $4,320+570.8% | $4,751+509.9% |
| Participant deferral / active EE | $7,707 | $6,710+14.9% | $5,820+32.4% | $6,710+14.9% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |