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 | $100,478 | $160,055-37.2% | $140,016-28.2% | $135,375-25.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.37% | 911.38%-923.8pp | 651.12%-663.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,701 | $6,420-73.5% | $5,606-69.7% | $4,779-64.4% |
| Participant deferral / active EE | $16,250 | $7,642+112.7% | $6,927+134.6% | $5,609+189.7% |
| Admin fee / account holder | $189 | $13,328-98.6% | $10,705-98.2% | $10,827-98.3% |