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 | $146,953 | $160,055-8.2% | $140,016+5.0% | $135,375+8.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.32% | 911.38%-921.7pp | 651.12%-661.4pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,750 | $6,420-72.7% | $5,606-68.8% | $4,779-63.4% |
| Participant deferral / active EE | $5,500 | $7,642-28.0% | $6,927-20.6% | $5,609-1.9% |
| Admin fee / account holder | $29 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |