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 | $200,869 | $180,449+11.3% | $154,107+30.3% | $135,375+48.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.40% | 888.09%-897.5pp | 735.12%-744.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $4,783 | $6,035-20.7% | $5,298-9.7% | $4,779+0.1% |
| Participant deferral / active EE | $9,865 | $5,806+69.9% | $5,081+94.2% | $5,609+75.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |