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 6-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 | $97,197 | $138,044-29.6% | $125,339-22.5% | $134,475-27.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.74% | 750.33%-781.1pp | 572.05%-602.8pp | 417.96%-448.7pp |
| Employer contribution / active EE | $3,609 | $5,243-31.2% | $4,814-25.0% | $4,740-23.9% |
| Participant deferral / active EE | $10,227 | $7,799+31.1% | $7,446+37.3% | $6,400+59.8% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |