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 | $218,468 | $140,578+55.4% | $100,671+117.0% | $125,391+74.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -5.62% | 24.67%-30.3pp | 20.43%-26.1pp | 282.22%-287.8pp |
| Employer contribution / active EE | $1,894 | $5,965-68.3% | $4,012-52.8% | $4,866-61.1% |
| Participant deferral / active EE | $9,600 | $3,981+141.1% | $3,144+205.4% | $5,352+79.4% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |