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 | $117,021 | $106,543+9.8% | $91,220+28.3% | $134,475-13.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -40.28% | 160.60%-200.9pp | 114.01%-154.3pp | 417.96%-458.2pp |
| Employer contribution / active EE | $2,300 | $3,331-30.9% | $2,850-19.3% | $4,740-51.5% |
| Participant deferral / active EE | $14,563 | $4,719+208.6% | $4,234+244.0% | $6,400+127.5% |
| Admin fee / account holder | $7 | $6,231-99.9% | $5,420-99.9% | $11,426-99.9% |