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 | $156,288 | $197,591-20.9% | $177,821-12.1% | $158,922-1.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -7.62% | 58.76%-66.4pp | 48.32%-55.9pp | 302.83%-310.4pp |
| Employer contribution / active EE | $13,740 | $6,697+105.1% | $5,918+132.2% | $4,761+188.6% |
| Participant deferral / active EE | $6,866 | $8,405-18.3% | $7,714-11.0% | $5,982+14.8% |
| Admin fee / account holder | $22 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |