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 | $230,096 | $190,805+20.6% | $159,960+43.8% | $134,475+71.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.98% | 552.23%-574.2pp | 408.60%-430.6pp | 417.96%-439.9pp |
| Employer contribution / active EE | $4,130 | $4,995-17.3% | $4,226-2.3% | $4,740-12.9% |
| Participant deferral / active EE | $8,417 | $6,923+21.6% | $6,182+36.1% | $6,400+31.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |