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 | $203,526 | $160,055+27.2% | $140,016+45.4% | $135,375+50.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -10.98% | 911.38%-922.4pp | 651.12%-662.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,688 | $6,420-58.1% | $5,606-52.1% | $4,779-43.8% |
| Participant deferral / active EE | $10,072 | $7,642+31.8% | $6,927+45.4% | $5,609+79.6% |
| Admin fee / account holder | $27 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |