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 | $117,129 | $214,378-45.4% | $200,582-41.6% | $142,382-17.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | -20.20% | 46.41%-66.6pp | 42.33%-62.5pp | 217.08%-237.3pp |
| Employer contribution / active EE | $11,898 | $6,841+73.9% | $6,419+85.4% | $4,299+176.8% |
| Participant deferral / active EE | $12,298 | $9,865+24.7% | $9,331+31.8% | $6,507+89.0% |
| Admin fee / account holder | $182 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |