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 | $156,521 | $160,055-2.2% | $140,016+11.8% | $135,375+15.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.55% | 911.38%-920.9pp | 651.12%-660.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,317 | $6,420-48.3% | $5,606-40.8% | $4,779-30.6% |
| Participant deferral / active EE | $7,265 | $7,642-4.9% | $6,927+4.9% | $5,609+29.5% |
| Admin fee / account holder | $113 | $13,328-99.2% | $10,705-98.9% | $10,827-99.0% |