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 | $56,099 | $160,055-65.0% | $140,016-59.9% | $135,375-58.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -12.51% | 911.38%-923.9pp | 651.12%-663.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $8,317 | $6,420+29.5% | $5,606+48.4% | $4,779+74.0% |
| Participant deferral / active EE | $10,096 | $7,642+32.1% | $6,927+45.7% | $5,609+80.0% |
| Admin fee / account holder | $11 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |