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 | $160,398 | $160,055+0.2% | $140,016+14.6% | $135,375+18.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.79% | 911.38%-921.2pp | 651.12%-660.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $6,288 | $6,420-2.1% | $5,606+12.2% | $4,779+31.6% |
| Participant deferral / active EE | $8,371 | $7,642+9.5% | $6,927+20.8% | $5,609+49.2% |
| Admin fee / account holder | $4 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |