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 | $126,556 | $138,044-8.3% | $125,339+1.0% | $134,475-5.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.92% | 750.33%-772.2pp | 572.05%-594.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $4,183 | $5,243-20.2% | $4,814-13.1% | $4,740-11.7% |
| Participant deferral / active EE | $9,767 | $7,799+25.2% | $7,446+31.2% | $6,400+52.6% |
| Admin fee / account holder | $187 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |