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 | $178,412 | $211,958-15.8% | $169,463+5.3% | $135,375+31.8% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -11.95% | 3.26%-15.2pp | 1.83%-13.8pp | 519.73%-531.7pp |
| Employer contribution / active EE | $9,004 | $5,120+75.9% | $4,159+116.5% | $4,779+88.4% |
| Participant deferral / active EE | $9,942 | $6,075+63.7% | $5,277+88.4% | $5,609+77.3% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |