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 | $187,864 | $138,044+36.1% | $125,339+49.9% | $134,475+39.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -25.58% | 750.33%-775.9pp | 572.05%-597.6pp | 417.96%-443.5pp |
| Employer contribution / active EE | $2,939 | $5,243-43.9% | $4,814-38.9% | $4,740-38.0% |
| Participant deferral / active EE | $8,922 | $7,799+14.4% | $7,446+19.8% | $6,400+39.4% |
| Admin fee / account holder | $62 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |