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 | $109,204 | $99,921+9.3% | $85,009+28.5% | $145,959-25.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -28.63% | 83.89%-112.5pp | 66.47%-95.1pp | 561.95%-590.6pp |
| Employer contribution / active EE | $3,659 | $3,233+13.2% | $2,728+34.1% | $4,661-21.5% |
| Participant deferral / active EE | $16,820 | $5,293+217.8% | $4,522+272.0% | $6,689+151.5% |
| Admin fee / account holder | $145 | $7,252-98.0% | $6,153-97.6% | $13,398-98.9% |