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 | $192,796 | $138,044+39.7% | $125,339+53.8% | $134,475+43.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.87% | 750.33%-776.2pp | 572.05%-597.9pp | 417.96%-443.8pp |
| Employer contribution / active EE | $22,093 | $5,243+321.4% | $4,814+359.0% | $4,740+366.1% |
| Participant deferral / active EE | $13,500 | $7,799+73.1% | $7,446+81.3% | $6,400+110.9% |
| Admin fee / account holder | $208 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |