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 | $206,194 | $92,703+122.4% | $82,719+149.3% | $134,475+53.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.59% | 944.92%-972.5pp | 701.18%-728.8pp | 417.96%-445.6pp |
| Employer contribution / active EE | $10,574 | $3,274+223.0% | $3,009+251.4% | $4,740+123.1% |
| Participant deferral / active EE | $12,345 | $4,802+157.1% | $4,395+180.9% | $6,400+92.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |