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 | $182,212 | $100,773+80.8% | $88,946+104.9% | $142,382+28.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -36.87% | 70.18%-107.1pp | 57.82%-94.7pp | 217.08%-253.9pp |
| Employer contribution / active EE | $4,848 | $2,918+66.2% | $2,555+89.8% | $4,299+12.8% |
| Participant deferral / active EE | $12,200 | $5,230+133.3% | $4,581+166.3% | $6,507+87.5% |
| Admin fee / account holder | $81 | $9,693-99.2% | $8,261-99.0% | $12,624-99.4% |