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 | $149,549 | $138,044+8.3% | $125,339+19.3% | $134,475+11.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.31% | 750.33%-777.6pp | 572.05%-599.4pp | 417.96%-445.3pp |
| Employer contribution / active EE | $16,882 | $5,243+222.0% | $4,814+250.7% | $4,740+256.2% |
| Participant deferral / active EE | $9,980 | $7,799+28.0% | $7,446+34.0% | $6,400+55.9% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |