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 | $130,255 | $160,055-18.6% | $140,016-7.0% | $135,375-3.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.90% | 911.38%-921.3pp | 651.12%-661.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $15,173 | $6,420+136.3% | $5,606+170.7% | $4,779+217.5% |
| Participant deferral / active EE | $7,761 | $7,642+1.6% | $6,927+12.0% | $5,609+38.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |