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 | $108,048 | $160,055-32.5% | $140,016-22.8% | $135,375-20.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.15% | 911.38%-923.5pp | 651.12%-663.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $5,020 | $6,420-21.8% | $5,606-10.4% | $4,779+5.0% |
| Participant deferral / active EE | $10,525 | $7,642+37.7% | $6,927+51.9% | $5,609+87.7% |
| Admin fee / account holder | $2 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |