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 | $97,855 | $138,044-29.1% | $125,339-21.9% | $134,475-27.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -26.64% | 750.33%-777.0pp | 572.05%-598.7pp | 417.96%-444.6pp |
| Employer contribution / active EE | $4,252 | $5,243-18.9% | $4,814-11.7% | $4,740-10.3% |
| Participant deferral / active EE | $3,968 | $7,799-49.1% | $7,446-46.7% | $6,400-38.0% |
| Admin fee / account holder | $8 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |