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 | $60,784 | $160,055-62.0% | $140,016-56.6% | $135,375-55.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.41% | 911.38%-920.8pp | 651.12%-660.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,734 | $6,420-41.8% | $5,606-33.4% | $4,779-21.9% |
| Participant deferral / active EE | $13,393 | $7,642+75.3% | $6,927+93.3% | $5,609+138.8% |
| Admin fee / account holder | $5 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |