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 | $220,169 | $176,056+25.1% | $159,436+38.1% | $167,490+31.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -66.37% | 331.75%-398.1pp | 263.57%-329.9pp | 478.56%-544.9pp |
| Employer contribution / active EE | $25,648 | $5,297+384.2% | $4,829+431.1% | $4,837+430.2% |
| Participant deferral / active EE | $10,667 | $7,750+37.6% | $7,352+45.1% | $6,341+68.2% |
| Admin fee / account holder | $219 | $12,554-98.3% | $10,799-98.0% | $12,309-98.2% |