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 | $63,273 | $90,600-30.2% | $79,464-20.4% | $135,375-53.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -11.04% | 977.43%-988.5pp | 718.14%-729.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,082 | $3,068-32.1% | $2,800-25.7% | $4,779-56.4% |
| Participant deferral / active EE | $9,935 | $4,050+145.3% | $3,704+168.2% | $5,609+77.1% |
| Admin fee / account holder | $6 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |