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 | $146,256 | $138,044+5.9% | $125,339+16.7% | $134,475+8.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -21.65% | 750.33%-772.0pp | 572.05%-593.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $3,030 | $5,243-42.2% | $4,814-37.1% | $4,740-36.1% |
| Participant deferral / active EE | $11,855 | $7,799+52.0% | $7,446+59.2% | $6,400+85.2% |
| Admin fee / account holder | $30 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |