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 | $141,656 | $95,971+47.6% | $74,550+90.0% | $135,375+4.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -16.27% | 56.96%-73.2pp | 32.53%-48.8pp | 519.73%-536.0pp |
| Employer contribution / active EE | $11,448 | $2,716+321.5% | $1,961+483.8% | $4,779+139.6% |
| Participant deferral / active EE | $9,075 | $3,843+136.1% | $3,108+192.0% | $5,609+61.8% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |