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 | $184,524 | $180,449+2.3% | $154,107+19.7% | $135,375+36.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.37% | 888.09%-897.5pp | 735.12%-744.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $5,733 | $6,035-5.0% | $5,298+8.2% | $4,779+20.0% |
| Participant deferral / active EE | $12,910 | $5,806+122.4% | $5,081+154.1% | $5,609+130.2% |
| Admin fee / account holder | $27 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |