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 | $89,869 | $138,065-34.9% | $123,544-27.3% | $135,375-33.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -28.33% | 153.68%-182.0pp | 119.20%-147.5pp | 519.73%-548.1pp |
| Employer contribution / active EE | $3,461 | $5,151-32.8% | $4,628-25.2% | $4,779-27.6% |
| Participant deferral / active EE | $12,708 | $6,799+86.9% | $6,426+97.8% | $5,609+126.6% |
| Admin fee / account holder | $7 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |