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 | $185,422 | $133,958+38.4% | $112,228+65.2% | $134,475+37.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.15% | 47.11%-68.3pp | 27.45%-48.6pp | 417.96%-439.1pp |
| Employer contribution / active EE | $21,167 | $4,038+424.2% | $3,635+482.4% | $4,740+346.6% |
| Participant deferral / active EE | $20,862 | $5,291+294.3% | $4,728+341.2% | $6,400+226.0% |
| Admin fee / account holder | $111 | $7,489-98.5% | $6,410-98.3% | $11,426-99.0% |