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 | $180,781 | $92,703+95.0% | $82,719+118.5% | $134,475+34.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -21.89% | 944.92%-966.8pp | 701.18%-723.1pp | 417.96%-439.9pp |
| Employer contribution / active EE | $10,350 | $3,274+216.1% | $3,009+244.0% | $4,740+118.4% |
| Participant deferral / active EE | $6,122 | $4,802+27.5% | $4,395+39.3% | $6,400-4.3% |
| Admin fee / account holder | $12 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |