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 | $171,925 | $111,724+53.9% | $93,606+83.7% | $145,922+17.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -11.91% | 202.98%-214.9pp | 133.20%-145.1pp | 561.29%-573.2pp |
| Employer contribution / active EE | $14,277 | $3,090+362.1% | $2,420+490.0% | $4,660+206.4% |
| Participant deferral / active EE | $6,527 | $4,912+32.9% | $4,411+48.0% | $6,688-2.4% |
| Admin fee / account holder | $30 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |