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 | $241,898 | $138,044+75.2% | $125,339+93.0% | $134,475+79.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.19% | 750.33%-783.5pp | 572.05%-605.2pp | 417.96%-451.2pp |
| Employer contribution / active EE | $3,515 | $5,243-33.0% | $4,814-27.0% | $4,740-25.8% |
| Participant deferral / active EE | $11,400 | $7,799+46.2% | $7,446+53.1% | $6,400+78.1% |
| Admin fee / account holder | $42 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |