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 | $165,846 | $106,543+55.7% | $91,220+81.8% | $134,475+23.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -33.39% | 160.60%-194.0pp | 114.01%-147.4pp | 417.96%-451.4pp |
| Employer contribution / active EE | $14,171 | $3,331+325.5% | $2,850+397.2% | $4,740+199.0% |
| Participant deferral / active EE | $16,100 | $4,719+241.2% | $4,234+280.3% | $6,400+151.6% |
| Admin fee / account holder | $89 | $6,231-98.6% | $5,420-98.4% | $11,426-99.2% |