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 | $122,343 | $92,703+32.0% | $82,719+47.9% | $134,475-9.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.54% | 944.92%-967.5pp | 701.18%-723.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $10,767 | $3,274+228.9% | $3,009+257.8% | $4,740+127.2% |
| Participant deferral / active EE | $11,921 | $4,802+148.2% | $4,395+171.2% | $6,400+86.3% |
| Admin fee / account holder | $30 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |