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 | $180,814 | $190,805-5.2% | $159,960+13.0% | $134,475+34.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.56% | 552.23%-574.8pp | 408.60%-431.2pp | 417.96%-440.5pp |
| Employer contribution / active EE | $15,587 | $4,995+212.0% | $4,226+268.9% | $4,740+228.9% |
| Participant deferral / active EE | $9,089 | $6,923+31.3% | $6,182+47.0% | $6,400+42.0% |
| Admin fee / account holder | $217 | $10,471-97.9% | $8,698-97.5% | $11,426-98.1% |