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 | $84,468 | $168,632-49.9% | $147,614-42.8% | $125,391-32.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.60% | 77.65%-85.2pp | 61.98%-69.6pp | 282.22%-289.8pp |
| Employer contribution / active EE | $8,034 | $6,252+28.5% | $5,564+44.4% | $4,866+65.1% |
| Participant deferral / active EE | $9,862 | $5,507+79.1% | $4,895+101.5% | $5,352+84.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |