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 | $132,279 | $138,065-4.2% | $123,544+7.1% | $135,375-2.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.86% | 153.68%-163.5pp | 119.20%-129.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $6,408 | $5,151+24.4% | $4,628+38.5% | $4,779+34.1% |
| Participant deferral / active EE | $15,931 | $6,799+134.3% | $6,426+147.9% | $5,609+184.0% |
| Admin fee / account holder | $39 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |