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 | $148,498 | $140,588+5.6% | $123,104+20.6% | $125,391+18.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.83% | 16.80%-22.6pp | 13.22%-19.1pp | 282.22%-288.1pp |
| Employer contribution / active EE | $13,003 | $6,041+115.2% | $5,151+152.4% | $4,866+167.2% |
| Participant deferral / active EE | $8,667 | $6,980+24.2% | $6,230+39.1% | $5,352+62.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |