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 | $155,314 | $105,859+46.7% | $90,160+72.3% | $147,584+5.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -50.77% | 37.63%-88.4pp | 34.88%-85.7pp | 578.55%-629.3pp |
| Employer contribution / active EE | $639 | $4,126-84.5% | $3,318-80.7% | $4,876-86.9% |
| Participant deferral / active EE | $9,396 | $5,733+63.9% | $5,288+77.7% | $5,439+72.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |