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 | $120,680 | $180,449-33.1% | $154,107-21.7% | $135,375-10.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -15.55% | 888.09%-903.6pp | 735.12%-750.7pp | 519.73%-535.3pp |
| Employer contribution / active EE | $2,169 | $6,035-64.1% | $5,298-59.1% | $4,779-54.6% |
| Participant deferral / active EE | $6,783 | $5,806+16.8% | $5,081+33.5% | $5,609+20.9% |
| Admin fee / account holder | $179 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |