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 | $193,329 | $180,449+7.1% | $154,107+25.5% | $135,375+42.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.19% | 888.09%-898.3pp | 735.12%-745.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $7,883 | $6,035+30.6% | $5,298+48.8% | $4,779+64.9% |
| Participant deferral / active EE | $8,275 | $5,806+42.5% | $5,081+62.9% | $5,609+47.5% |
| Admin fee / account holder | $143 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |