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 | $199,275 | $228,332-12.7% | $185,823+7.2% | $158,922+25.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -36.62% | 40.80%-77.4pp | 35.95%-72.6pp | 302.83%-339.4pp |
| Employer contribution / active EE | $3,309 | $4,967-33.4% | $4,087-19.0% | $4,761-30.5% |
| Participant deferral / active EE | $9,080 | $6,415+41.6% | $5,632+61.2% | $5,982+51.8% |
| Admin fee / account holder | $49 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |