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 | $169,088 | $180,449-6.3% | $154,107+9.7% | $135,375+24.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -9.01% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,713 | $6,035-55.0% | $5,298-48.8% | $4,779-43.2% |
| Participant deferral / active EE | $5,339 | $5,806-8.0% | $5,081+5.1% | $5,609-4.8% |
| Admin fee / account holder | $20 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |