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 7-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 | $143,884 | $180,449-20.3% | $154,107-6.6% | $135,375+6.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.92% | 888.09%-899.0pp | 735.12%-746.0pp | 519.73%-530.7pp |
| Employer contribution / active EE | $10,299 | $6,035+70.7% | $5,298+94.4% | $4,779+115.5% |
| Participant deferral / active EE | $5,498 | $5,806-5.3% | $5,081+8.2% | $5,609-2.0% |
| Admin fee / account holder | $232 | $16,143-98.6% | $13,411-98.3% | $10,827-97.9% |