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 | $208,518 | $138,044+51.1% | $125,339+66.4% | $134,475+55.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -35.57% | 750.33%-785.9pp | 572.05%-607.6pp | 417.96%-453.5pp |
| Employer contribution / active EE | $6,761 | $5,243+28.9% | $4,814+40.5% | $4,740+42.6% |
| Participant deferral / active EE | $9,928 | $7,799+27.3% | $7,446+33.3% | $6,400+55.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |