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 | $206,933 | $138,065+49.9% | $123,544+67.5% | $135,375+52.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.85% | 153.68%-167.5pp | 119.20%-133.0pp | 519.73%-533.6pp |
| Employer contribution / active EE | $1,024 | $5,151-80.1% | $4,628-77.9% | $4,779-78.6% |
| Participant deferral / active EE | $8,120 | $6,799+19.4% | $6,426+26.4% | $5,609+44.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |