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 | $210,023 | $138,044+52.1% | $125,339+67.6% | $134,475+56.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.73% | 750.33%-774.1pp | 572.05%-595.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $3,157 | $5,243-39.8% | $4,814-34.4% | $4,740-33.4% |
| Participant deferral / active EE | $10,788 | $7,799+38.3% | $7,446+44.9% | $6,400+68.6% |
| Admin fee / account holder | $27 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |