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 | $75,446 | $168,632-55.3% | $147,614-48.9% | $125,391-39.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -15.84% | 77.65%-93.5pp | 61.98%-77.8pp | 282.22%-298.1pp |
| Employer contribution / active EE | $11,763 | $6,252+88.1% | $5,564+111.4% | $4,866+141.7% |
| Participant deferral / active EE | $8,090 | $5,507+46.9% | $4,895+65.3% | $5,352+51.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |