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 | $164,736 | $87,705+87.8% | $63,517+159.4% | $125,391+31.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -4.43% | 21.70%-26.1pp | -70.30%+65.9pp | 282.22%-286.7pp |
| Employer contribution / active EE | $12,224 | $3,601+239.5% | $2,322+426.5% | $4,866+151.2% |
| Participant deferral / active EE | $6,291 | $3,939+59.7% | $2,953+113.0% | $5,352+17.6% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |