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 | $128,982 | $135,635-4.9% | $110,238+17.0% | $135,375-4.7% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -14.94% | 513.19%-528.1pp | 314.74%-329.7pp | 519.73%-534.7pp |
| Employer contribution / active EE | $2,191 | $4,906-55.3% | $3,826-42.7% | $4,779-54.2% |
| Participant deferral / active EE | $4,772 | $5,506-13.3% | $4,672+2.1% | $5,609-14.9% |
| Admin fee / account holder | $8 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |