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 | $128,387 | $106,515+20.5% | $96,683+32.8% | $139,434-7.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -8.43% | 38.43%-46.9pp | 35.69%-44.1pp | 372.94%-381.4pp |
| Employer contribution / active EE | $2,479 | $4,103-39.6% | $3,737-33.7% | $4,751-47.8% |
| Participant deferral / active EE | $6,535 | $5,454+19.8% | $4,878+34.0% | $6,710-2.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |