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 | $92,896 | $180,449-48.5% | $154,107-39.7% | $135,375-31.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -25.41% | 888.09%-913.5pp | 735.12%-760.5pp | 519.73%-545.1pp |
| Employer contribution / active EE | $13,110 | $6,035+117.2% | $5,298+147.5% | $4,779+174.3% |
| Participant deferral / active EE | $8,963 | $5,806+54.4% | $5,081+76.4% | $5,609+59.8% |
| Admin fee / account holder | $82 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |