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 | $128,463 | $167,484-23.3% | $151,611-15.3% | $134,475-4.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.29% | 7.80%-31.1pp | 3.33%-26.6pp | 417.96%-441.3pp |
| Employer contribution / active EE | $16,256 | $6,829+138.0% | $6,166+163.6% | $4,740+243.0% |
| Participant deferral / active EE | $10,456 | $8,986+16.4% | $8,363+25.0% | $6,400+63.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |