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 | $121,327 | $104,907+15.7% | $84,611+43.4% | $152,861-20.6% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | -35.74% | 373.79%-409.5pp | 258.74%-294.5pp | 345.32%-381.1pp |
| Employer contribution / active EE | $1,805 | $3,302-45.3% | $2,652-31.9% | $4,762-62.1% |
| Participant deferral / active EE | $1,990 | $4,688-57.5% | $3,899-49.0% | $5,850-66.0% |
| Admin fee / account holder | $200 | $6,241-96.8% | $4,912-95.9% | $11,596-98.3% |