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 | $100,560 | $115,770-13.1% | $101,248-0.7% | $158,922-36.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -13.75% | 56.14%-69.9pp | 46.47%-60.2pp | 302.83%-316.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $12,298 | $4,957+148.1% | $4,370+181.4% | $5,982+105.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |