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 | $186,094 | $112,881+64.9% | $90,951+104.6% | $158,922+17.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -12.74% | 215.79%-228.5pp | 134.60%-147.3pp | 302.83%-315.6pp |
| Employer contribution / active EE | $14,470 | $2,893+400.2% | $2,122+581.9% | $4,761+203.9% |
| Participant deferral / active EE | $11,057 | $4,128+167.9% | $3,373+227.8% | $5,982+84.8% |
| Admin fee / account holder | $121 | $8,041-98.5% | $5,959-98.0% | $11,246-98.9% |