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 | $45,963 | $168,632-72.7% | $147,614-68.9% | $125,391-63.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -40.62% | 77.65%-118.3pp | 61.98%-102.6pp | 282.22%-322.8pp |
| Employer contribution / active EE | $7,463 | $6,252+19.4% | $5,564+34.1% | $4,866+53.4% |
| Participant deferral / active EE | $10,050 | $5,507+82.5% | $4,895+105.3% | $5,352+87.8% |
| Admin fee / account holder | $16 | $13,580-99.9% | $11,611-99.9% | $9,540-99.8% |