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 | $134,717 | $93,024+44.8% | $77,024+74.9% | $134,475+0.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -23.08% | 62.60%-85.7pp | 42.32%-65.4pp | 417.96%-441.0pp |
| Employer contribution / active EE | $7,355 | $3,418+115.2% | $2,812+161.5% | $4,740+55.2% |
| Participant deferral / active EE | $16,550 | $5,238+216.0% | $4,426+273.9% | $6,400+158.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |