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 | $99,281 | $160,055-38.0% | $140,016-29.1% | $135,375-26.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.71% | 911.38%-922.1pp | 651.12%-661.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $9,852 | $6,420+53.5% | $5,606+75.7% | $4,779+106.2% |
| Participant deferral / active EE | $6,420 | $7,642-16.0% | $6,927-7.3% | $5,609+14.5% |
| Admin fee / account holder | $16 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |