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 | $159,233 | $92,703+71.8% | $82,719+92.5% | $134,475+18.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.99% | 944.92%-966.9pp | 701.18%-723.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $4,848 | $3,274+48.1% | $3,009+61.1% | $4,740+2.3% |
| Participant deferral / active EE | $4,587 | $4,802-4.5% | $4,395+4.4% | $6,400-28.3% |
| Admin fee / account holder | $142 | $5,983-97.6% | $5,329-97.3% | $11,426-98.8% |