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 | $189,055 | $100,754+87.6% | $86,677+118.1% | $134,475+40.6% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -21.97% | 29.04%-51.0pp | 35.91%-57.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $3,113 | $3,489-10.8% | $2,836+9.8% | $4,740-34.3% |
| Participant deferral / active EE | $10,077 | $5,338+88.8% | $4,656+116.4% | $6,400+57.5% |
| Admin fee / account holder | $17 | $10,926-99.8% | $7,493-99.8% | $11,426-99.8% |