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 | $172,686 | $147,727+16.9% | $115,756+49.2% | $134,475+28.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -23.16% | 73.96%-97.1pp | 143.14%-166.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $4,266 | $4,713-9.5% | $3,793+12.5% | $4,740-10.0% |
| Participant deferral / active EE | $11,578 | $7,563+53.1% | $6,254+85.1% | $6,400+80.9% |
| Admin fee / account holder | $26 | $14,571-99.8% | $8,124-99.7% | $11,426-99.8% |