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 | $152,113 | $138,044+10.2% | $125,339+21.4% | $134,475+13.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.90% | 750.33%-771.2pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $3,065 | $5,243-41.5% | $4,814-36.3% | $4,740-35.3% |
| Participant deferral / active EE | $12,396 | $7,799+59.0% | $7,446+66.5% | $6,400+93.7% |
| Admin fee / account holder | -$203 | $11,571-101.8% | $10,010-102.0% | $11,426-101.8% |