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 | $163,290 | $138,065+18.3% | $123,544+32.2% | $135,375+20.6% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -9.70% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,928 | $5,151-62.6% | $4,628-58.3% | $4,779-59.7% |
| Participant deferral / active EE | $6,399 | $6,799-5.9% | $6,426-0.4% | $5,609+14.1% |
| Admin fee / account holder | $11 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |