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 | $99,109 | $147,727-32.9% | $115,756-14.4% | $134,475-26.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -25.13% | 73.96%-99.1pp | 143.14%-168.3pp | 417.96%-443.1pp |
| Employer contribution / active EE | $4,118 | $4,713-12.6% | $3,793+8.6% | $4,740-13.1% |
| Participant deferral / active EE | $11,027 | $7,563+45.8% | $6,254+76.3% | $6,400+72.3% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |