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 | $125,612 | $99,640+26.1% | $86,436+45.3% | $134,475-6.6% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -25.25% | 6782.58%-6807.8pp | 4394.89%-4420.1pp | 417.96%-443.2pp |
| Employer contribution / active EE | $2,234 | $4,400-49.2% | $3,769-40.7% | $4,740-52.9% |
| Participant deferral / active EE | $5,296 | $7,246-26.9% | $6,952-23.8% | $6,400-17.3% |
| Admin fee / account holder | $124 | $8,371-98.5% | $6,731-98.2% | $11,426-98.9% |