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 | $106,685 | $92,703+15.1% | $82,719+29.0% | $134,475-20.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.14% | 944.92%-971.1pp | 701.18%-727.3pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,255 | $3,274-31.1% | $3,009-25.1% | $4,740-52.4% |
| Participant deferral / active EE | $10,648 | $4,802+121.7% | $4,395+142.3% | $6,400+66.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |