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 | $209,547 | $160,055+30.9% | $140,016+49.7% | $135,375+54.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -11.30% | 911.38%-922.7pp | 651.12%-662.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $2,673 | $6,420-58.4% | $5,606-52.3% | $4,779-44.1% |
| Participant deferral / active EE | $7,092 | $7,642-7.2% | $6,927+2.4% | $5,609+26.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |