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 | $204,663 | $160,055+27.9% | $140,016+46.2% | $135,375+51.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.58% | 911.38%-921.0pp | 651.12%-660.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $9,872 | $6,420+53.8% | $5,606+76.1% | $4,779+106.6% |
| Participant deferral / active EE | $13,123 | $7,642+71.7% | $6,927+89.4% | $5,609+134.0% |
| Admin fee / account holder | -$43 | $13,328-100.3% | $10,705-100.4% | $10,827-100.4% |