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 | $197,729 | $167,307+18.2% | $143,757+37.5% | $134,475+47.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.67% | 0.46%-21.1pp | -0.04%-20.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $21,371 | $5,619+280.3% | $4,951+331.7% | $4,740+350.9% |
| Participant deferral / active EE | $14,785 | $6,446+129.4% | $5,637+162.3% | $6,400+131.0% |
| Admin fee / account holder | $192 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |