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 | $217,131 | $167,484+29.6% | $151,611+43.2% | $134,475+61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.27% | 7.80%-33.1pp | 3.33%-28.6pp | 417.96%-443.2pp |
| Employer contribution / active EE | $14,072 | $6,829+106.1% | $6,166+128.2% | $4,740+196.9% |
| Participant deferral / active EE | $15,935 | $8,986+77.3% | $8,363+90.5% | $6,400+149.0% |
| Admin fee / account holder | $66 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |