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 | $94,325 | $105,998-11.0% | $92,233+2.3% | $147,584-36.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -9.07% | 50.05%-59.1pp | 176.28%-185.3pp | 578.55%-587.6pp |
| Employer contribution / active EE | $2,147 | $4,333-50.5% | $3,679-41.7% | $4,876-56.0% |
| Participant deferral / active EE | $12,833 | $4,478+186.6% | $3,897+229.3% | $5,439+136.0% |
| Admin fee / account holder | $7 | $6,332-99.9% | $5,194-99.9% | $10,885-99.9% |