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 | $208,331 | $160,055+30.2% | $140,016+48.8% | $135,375+53.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.67% | 911.38%-922.1pp | 651.12%-661.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $4,160 | $6,420-35.2% | $5,606-25.8% | $4,779-12.9% |
| Participant deferral / active EE | $24,320 | $7,642+218.3% | $6,927+251.1% | $5,609+333.6% |
| Admin fee / account holder | $156 | $13,328-98.8% | $10,705-98.5% | $10,827-98.6% |