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 | $118,945 | $138,065-13.8% | $123,544-3.7% | $135,375-12.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -12.49% | 153.68%-166.2pp | 119.20%-131.7pp | 519.73%-532.2pp |
| Employer contribution / active EE | $18,628 | $5,151+261.6% | $4,628+302.5% | $4,779+289.8% |
| Participant deferral / active EE | $11,774 | $6,799+73.2% | $6,426+83.2% | $5,609+109.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |