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 | $61,879 | $160,055-61.3% | $140,016-55.8% | $135,375-54.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.53% | 911.38%-921.9pp | 651.12%-661.6pp | 519.73%-530.3pp |
| Employer contribution / active EE | $3,781 | $6,420-41.1% | $5,606-32.6% | $4,779-20.9% |
| Participant deferral / active EE | $15,145 | $7,642+98.2% | $6,927+118.6% | $5,609+170.0% |
| Admin fee / account holder | $27 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |