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 | $167,811 | $99,020+69.5% | $86,590+93.8% | $147,584+13.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -10.78% | 1312.34%-1323.1pp | 964.84%-975.6pp | 578.55%-589.3pp |
| Employer contribution / active EE | $519 | $3,132-83.4% | $2,839-81.7% | $4,876-89.4% |
| Participant deferral / active EE | $5,690 | $3,972+43.2% | $3,609+57.7% | $5,439+4.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |