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 | $241,920 | $209,411+15.5% | $178,490+35.5% | $158,922+52.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -10.53% | 188.75%-199.3pp | 151.07%-161.6pp | 302.83%-313.4pp |
| Employer contribution / active EE | $12,555 | $5,706+120.0% | $5,011+150.6% | $4,761+163.7% |
| Participant deferral / active EE | $7,950 | $5,954+33.5% | $5,202+52.8% | $5,982+32.9% |
| Admin fee / account holder | $179 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |