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 | $161,874 | $180,449-10.3% | $154,107+5.0% | $135,375+19.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -12.97% | 888.09%-901.1pp | 735.12%-748.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $8,566 | $6,035+41.9% | $5,298+61.7% | $4,779+79.3% |
| Participant deferral / active EE | $6,025 | $5,806+3.8% | $5,081+18.6% | $5,609+7.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |