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 | $120,004 | $180,449-33.5% | $154,107-22.1% | $135,375-11.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.29% | 888.09%-897.4pp | 735.12%-744.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,133 | $6,035-64.7% | $5,298-59.7% | $4,779-55.4% |
| Participant deferral / active EE | $3,975 | $5,806-31.5% | $5,081-21.8% | $5,609-29.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |