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 | $108,031 | $69,763+54.9% | $67,502+60.0% | $74,495+45.0% |
| Participation rate | 90.6% | 71.4%+19.3pp | 72.9%+17.8pp | 67.2%+23.4pp |
| Annual return | 10.92% | -40.34%+51.3pp | 3512.12%-3501.2pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,820 | $2,704-32.7% | $2,731-33.4% | $2,623-30.6% |
| Participant deferral / active EE | $2,808 | $3,636-22.8% | $4,000-29.8% | $4,346-35.4% |
| Admin fee / account holder | $24 | $896-97.3% | $3,998-99.4% | $1,942-98.8% |