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 | $248,623 | $209,411+18.7% | $178,490+39.3% | $158,922+56.4% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | -8.58% | 188.75%-197.3pp | 151.07%-159.6pp | 302.83%-311.4pp |
| Employer contribution / active EE | $16,277 | $5,706+185.2% | $5,011+224.9% | $4,761+241.9% |
| Participant deferral / active EE | $13,952 | $5,954+134.3% | $5,202+168.2% | $5,982+133.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |