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 | $221,230 | $214,378+3.2% | $200,582+10.3% | $142,382+55.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -10.46% | 46.41%-56.9pp | 42.33%-52.8pp | 217.08%-227.5pp |
| Employer contribution / active EE | $1,662 | $6,841-75.7% | $6,419-74.1% | $4,299-61.3% |
| Participant deferral / active EE | $9,944 | $9,865+0.8% | $9,331+6.6% | $6,507+52.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |