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 | $109,995 | $99,640+10.4% | $86,436+27.3% | $134,475-18.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.05% | 6782.58%-6806.6pp | 4394.89%-4418.9pp | 417.96%-442.0pp |
| Employer contribution / active EE | $13,770 | $4,400+212.9% | $3,769+265.4% | $4,740+190.5% |
| Participant deferral / active EE | $18,279 | $7,246+152.3% | $6,952+162.9% | $6,400+185.6% |
| Admin fee / account holder | $61 | $8,371-99.3% | $6,731-99.1% | $11,426-99.5% |