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 | $169,262 | $113,935+48.6% | $94,224+79.6% | $125,391+35.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -8.42% | 5.29%-13.7pp | 10.68%-19.1pp | 282.22%-290.6pp |
| Employer contribution / active EE | $15,553 | $4,727+229.0% | $3,587+333.6% | $4,866+219.6% |
| Participant deferral / active EE | $11,820 | $5,179+128.2% | $4,320+173.6% | $5,352+120.9% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |