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 | $234,390 | $90,519+158.9% | $93,789+149.9% | $134,475+74.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -26.90% | -15.72%-11.2pp | -11.33%-15.6pp | 417.96%-444.9pp |
| Employer contribution / active EE | $13,298 | $4,343+206.2% | $4,323+207.6% | $4,740+180.6% |
| Participant deferral / active EE | $23,338 | $5,978+290.4% | $6,094+282.9% | $6,400+264.7% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |