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 | $207,294 | $138,065+50.1% | $123,544+67.8% | $135,375+53.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.49% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $22,495 | $5,151+336.7% | $4,628+386.1% | $4,779+370.7% |
| Participant deferral / active EE | $19,280 | $6,799+183.6% | $6,426+200.1% | $5,609+243.7% |
| Admin fee / account holder | $38 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |