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 | $129,385 | $160,055-19.2% | $140,016-7.6% | $135,375-4.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -10.05% | 911.38%-921.4pp | 651.12%-661.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $5,115 | $6,420-20.3% | $5,606-8.8% | $4,779+7.0% |
| Participant deferral / active EE | $11,115 | $7,642+45.5% | $6,927+60.5% | $5,609+98.2% |
| Admin fee / account holder | $55 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |