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 | $93,410 | $138,044-32.3% | $125,339-25.5% | $134,475-30.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.29% | 750.33%-780.6pp | 572.05%-602.3pp | 417.96%-448.3pp |
| Employer contribution / active EE | $5,601 | $5,243+6.8% | $4,814+16.3% | $4,740+18.2% |
| Participant deferral / active EE | $11,300 | $7,799+44.9% | $7,446+51.8% | $6,400+76.6% |
| Admin fee / account holder | $36 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |