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 | $155,518 | $211,958-26.6% | $169,463-8.2% | $135,375+14.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.83% | 3.26%-14.1pp | 1.83%-12.7pp | 519.73%-530.6pp |
| Employer contribution / active EE | $9,000 | $5,120+75.8% | $4,159+116.4% | $4,779+88.3% |
| Participant deferral / active EE | $16,333 | $6,075+168.9% | $5,277+209.5% | $5,609+191.2% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |