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 | $104,705 | $180,449-42.0% | $154,107-32.1% | $135,375-22.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.34% | 888.09%-899.4pp | 735.12%-746.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $4,174 | $6,035-30.8% | $5,298-21.2% | $4,779-12.7% |
| Participant deferral / active EE | $8,861 | $5,806+52.6% | $5,081+74.4% | $5,609+58.0% |
| Admin fee / account holder | $9 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |