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 | $164,976 | $167,484-1.5% | $151,611+8.8% | $134,475+22.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.52% | 7.80%-29.3pp | 3.33%-24.8pp | 417.96%-439.5pp |
| Employer contribution / active EE | $24,116 | $6,829+253.1% | $6,166+291.1% | $4,740+408.8% |
| Participant deferral / active EE | $15,169 | $8,986+68.8% | $8,363+81.4% | $6,400+137.0% |
| Admin fee / account holder | $57 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |