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 | $85,658 | $180,449-52.5% | $154,107-44.4% | $135,375-36.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -10.06% | 888.09%-898.1pp | 735.12%-745.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,550 | $6,035-74.3% | $5,298-70.7% | $4,779-67.6% |
| Participant deferral / active EE | $7,157 | $5,806+23.3% | $5,081+40.9% | $5,609+27.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |