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 | $156,443 | $135,635+15.3% | $110,238+41.9% | $135,375+15.6% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -13.21% | 513.19%-526.4pp | 314.74%-327.9pp | 519.73%-532.9pp |
| Employer contribution / active EE | $2,265 | $4,906-53.8% | $3,826-40.8% | $4,779-52.6% |
| Participant deferral / active EE | $7,216 | $5,506+31.0% | $4,672+54.4% | $5,609+28.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |