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 | $188,857 | $138,044+36.8% | $125,339+50.7% | $134,475+40.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -25.37% | 750.33%-775.7pp | 572.05%-597.4pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,510 | $5,243-71.2% | $4,814-68.6% | $4,740-68.1% |
| Participant deferral / active EE | $6,876 | $7,799-11.8% | $7,446-7.7% | $6,400+7.4% |
| Admin fee / account holder | $273 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |