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 | $233,356 | $198,466+17.6% | $170,442+36.9% | $147,584+58.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -15.07% | 257.29%-272.4pp | 205.93%-221.0pp | 578.55%-593.6pp |
| Employer contribution / active EE | $9,545 | $6,184+54.4% | $5,433+75.7% | $4,876+95.7% |
| Participant deferral / active EE | $6,589 | $5,629+17.0% | $4,939+33.4% | $5,439+21.2% |
| Admin fee / account holder | $28 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |