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 | $178,146 | $160,055+11.3% | $140,016+27.2% | $135,375+31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.82% | 911.38%-922.2pp | 651.12%-661.9pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,456 | $6,420-77.3% | $5,606-74.0% | $4,779-69.5% |
| Participant deferral / active EE | $17,066 | $7,642+123.3% | $6,927+146.4% | $5,609+204.3% |
| Admin fee / account holder | $2 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |