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 | $201,426 | $107,791+86.9% | $90,645+122.2% | $135,375+48.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -16.79% | -0.90%-15.9pp | 1.88%-18.7pp | 519.73%-536.5pp |
| Employer contribution / active EE | $2,250 | $3,018-25.4% | $2,532-11.1% | $4,779-52.9% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8 | $5,930-99.9% | $4,994-99.8% | $10,827-99.9% |