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 | $155,840 | $165,335-5.7% | $149,696+4.1% | $158,922-1.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -9.86% | 348.15%-358.0pp | 276.60%-286.5pp | 302.83%-312.7pp |
| Employer contribution / active EE | $5,300 | $5,103+3.9% | $4,644+14.1% | $4,761+11.3% |
| Participant deferral / active EE | $22,000 | $7,181+206.4% | $6,842+221.6% | $5,982+267.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |