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 | $199,523 | $209,411-4.7% | $178,490+11.8% | $158,922+25.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -12.88% | 188.75%-201.6pp | 151.07%-163.9pp | 302.83%-315.7pp |
| Employer contribution / active EE | $2,306 | $5,706-59.6% | $5,011-54.0% | $4,761-51.6% |
| Participant deferral / active EE | $5,700 | $5,954-4.3% | $5,202+9.6% | $5,982-4.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |