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 | $196,519 | $140,588+39.8% | $123,104+59.6% | $125,391+56.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -6.39% | 16.80%-23.2pp | 13.22%-19.6pp | 282.22%-288.6pp |
| Employer contribution / active EE | $14,745 | $6,041+144.1% | $5,151+186.2% | $4,866+203.0% |
| Participant deferral / active EE | $3,500 | $6,980-49.9% | $6,230-43.8% | $5,352-34.6% |
| Admin fee / account holder | $10 | $11,198-99.9% | $9,015-99.9% | $9,540-99.9% |