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 | $175,313 | $138,065+27.0% | $123,544+41.9% | $135,375+29.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.61% | 153.68%-163.3pp | 119.20%-128.8pp | 519.73%-529.3pp |
| Employer contribution / active EE | $6,803 | $5,151+32.1% | $4,628+47.0% | $4,779+42.4% |
| Participant deferral / active EE | $9,995 | $6,799+47.0% | $6,426+55.6% | $5,609+78.2% |
| Admin fee / account holder | $27 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |