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 | $62,541 | $138,044-54.7% | $125,339-50.1% | $134,475-53.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.42% | 750.33%-772.7pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $7,015 | $5,243+33.8% | $4,814+45.7% | $4,740+48.0% |
| Participant deferral / active EE | $12,024 | $7,799+54.2% | $7,446+61.5% | $6,400+87.9% |
| Admin fee / account holder | $39 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |