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 | $163,889 | $106,543+53.8% | $91,220+79.7% | $134,475+21.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.60% | 160.60%-182.2pp | 114.01%-135.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $21,907 | $3,331+557.8% | $2,850+668.6% | $4,740+362.2% |
| Participant deferral / active EE | $3,845 | $4,719-18.5% | $4,234-9.2% | $6,400-39.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |