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 | $166,744 | $138,044+20.8% | $125,339+33.0% | $134,475+24.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.80% | 750.33%-771.1pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,074 | $5,243-41.4% | $4,814-36.1% | $4,740-35.1% |
| Participant deferral / active EE | $8,295 | $7,799+6.4% | $7,446+11.4% | $6,400+29.6% |
| Admin fee / account holder | $149 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |