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 | $127,202 | $152,509-16.6% | $117,472+8.3% | $134,475-5.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.94% | 52.99%-74.9pp | 29.74%-51.7pp | 417.96%-439.9pp |
| Employer contribution / active EE | $14,016 | $5,571+151.6% | $4,176+235.6% | $4,740+195.7% |
| Participant deferral / active EE | $12,505 | $4,818+159.5% | $4,070+207.2% | $6,400+95.4% |
| Admin fee / account holder | $228 | $7,004-96.7% | $5,645-96.0% | $11,426-98.0% |