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 | $65,527 | $150,440-56.4% | $136,294-51.9% | $147,584-55.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -3.71% | 1049.08%-1052.8pp | 5155.94%-5159.7pp | 578.55%-582.3pp |
| Employer contribution / active EE | $8,037 | $5,256+52.9% | $4,695+71.2% | $4,876+64.8% |
| Participant deferral / active EE | $8,500 | $6,630+28.2% | $6,247+36.1% | $5,439+56.3% |
| Admin fee / account holder | $234 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |