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 | $133,429 | $113,935+17.1% | $94,224+41.6% | $125,391+6.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.61% | 5.29%-10.9pp | 10.68%-16.3pp | 282.22%-287.8pp |
| Employer contribution / active EE | $24,376 | $4,727+415.7% | $3,587+579.6% | $4,866+400.9% |
| Participant deferral / active EE | $12,000 | $5,179+131.7% | $4,320+177.8% | $5,352+124.2% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |