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 | $160,075 | $107,934+48.3% | $91,989+74.0% | $152,861+4.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | -22.43% | 89.24%-111.7pp | 69.02%-91.4pp | 345.32%-367.7pp |
| Employer contribution / active EE | $2,904 | $4,210-31.0% | $3,452-15.9% | $4,762-39.0% |
| Participant deferral / active EE | $2,904 | $6,364-54.4% | $5,923-51.0% | $5,850-50.4% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |