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 | $60,391 | $135,635-55.5% | $110,238-45.2% | $135,375-55.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.81% | 513.19%-522.0pp | 314.74%-323.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $11,132 | $4,906+126.9% | $3,826+190.9% | $4,779+132.9% |
| Participant deferral / active EE | $9,539 | $5,506+73.2% | $4,672+104.2% | $5,609+70.1% |
| Admin fee / account holder | $139 | $11,457-98.8% | $8,547-98.4% | $10,827-98.7% |