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 | $197,533 | $92,703+113.1% | $82,719+138.8% | $134,475+46.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -45.45% | 944.92%-990.4pp | 701.18%-746.6pp | 417.96%-463.4pp |
| Employer contribution / active EE | $13,104 | $3,274+300.3% | $3,009+335.5% | $4,740+176.5% |
| Participant deferral / active EE | $16,450 | $4,802+242.6% | $4,395+274.3% | $6,400+157.0% |
| Admin fee / account holder | $79 | $5,983-98.7% | $5,329-98.5% | $11,426-99.3% |