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 | $157,583 | $160,055-1.5% | $140,016+12.5% | $135,375+16.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.02% | 911.38%-924.4pp | 651.12%-664.1pp | 519.73%-532.8pp |
| Employer contribution / active EE | $15,570 | $6,420+142.5% | $5,606+177.7% | $4,779+225.8% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $154 | $13,328-98.8% | $10,705-98.6% | $10,827-98.6% |