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 | $223,008 | $127,100+75.5% | $105,738+110.9% | $135,375+64.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.85% | 4.49%-14.3pp | 6.27%-16.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $5,756 | $4,107+40.2% | $3,268+76.1% | $4,779+20.4% |
| Participant deferral / active EE | $1,638 | $5,064-67.7% | $4,080-59.9% | $5,609-70.8% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |