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 | $94,641 | $183,963-48.6% | $162,163-41.6% | $152,861-38.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -0.83% | 150.76%-151.6pp | 115.59%-116.4pp | 345.32%-346.1pp |
| Employer contribution / active EE | $4,183 | $6,371-34.3% | $5,614-25.5% | $4,762-12.2% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $21 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |