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 | $106,680 | $92,703+15.1% | $82,719+29.0% | $134,475-20.7% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -27.52% | 944.92%-972.4pp | 701.18%-728.7pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,383 | $3,274-57.7% | $3,009-54.0% | $4,740-70.8% |
| Participant deferral / active EE | $7,195 | $4,802+49.8% | $4,395+63.7% | $6,400+12.4% |
| Admin fee / account holder | $9 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |