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 | $140,578 | $138,044+1.8% | $125,339+12.2% | $134,475+4.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.10% | 750.33%-771.4pp | 572.05%-593.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,464 | $5,243-33.9% | $4,814-28.0% | $4,740-26.9% |
| Participant deferral / active EE | $10,235 | $7,799+31.2% | $7,446+37.4% | $6,400+59.9% |
| Admin fee / account holder | $10 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |