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 | $47,328 | $160,055-70.4% | $140,016-66.2% | $135,375-65.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.37% | 911.38%-923.8pp | 651.12%-663.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $2,128 | $6,420-66.9% | $5,606-62.0% | $4,779-55.5% |
| Participant deferral / active EE | $8,366 | $7,642+9.5% | $6,927+20.8% | $5,609+49.2% |
| Admin fee / account holder | $176 | $13,328-98.7% | $10,705-98.4% | $10,827-98.4% |