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 | $163,257 | $160,055+2.0% | $140,016+16.6% | $135,375+20.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.36% | 911.38%-921.7pp | 651.12%-661.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $6,512 | $6,420+1.4% | $5,606+16.2% | $4,779+36.3% |
| Participant deferral / active EE | $9,349 | $7,642+22.3% | $6,927+35.0% | $5,609+66.7% |
| Admin fee / account holder | $68 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |