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 | $238,250 | $167,307+42.4% | $143,757+65.7% | $134,475+77.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.30% | 0.46%-31.8pp | -0.04%-31.3pp | 417.96%-449.3pp |
| Employer contribution / active EE | $8,768 | $5,619+56.0% | $4,951+77.1% | $4,740+85.0% |
| Participant deferral / active EE | $12,871 | $6,446+99.7% | $5,637+128.3% | $6,400+101.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |