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 8-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 | $99,894 | $138,044-27.6% | $125,339-20.3% | $134,475-25.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.46% | 750.33%-774.8pp | 572.05%-596.5pp | 417.96%-442.4pp |
| Employer contribution / active EE | $2,565 | $5,243-51.1% | $4,814-46.7% | $4,740-45.9% |
| Participant deferral / active EE | $11,015 | $7,799+41.2% | $7,446+47.9% | $6,400+72.1% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |