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 | $193,217 | $159,901+20.8% | $146,958+31.5% | $145,922+32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -42.67% | 98.13%-140.8pp | 418.34%-461.0pp | 561.29%-604.0pp |
| Employer contribution / active EE | $2,402 | $5,286-54.6% | $4,933-51.3% | $4,660-48.5% |
| Participant deferral / active EE | $17,833 | $8,428+111.6% | $8,070+121.0% | $6,688+166.7% |
| Admin fee / account holder | $36 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |