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 | $129,283 | $157,256-17.8% | $141,162-8.4% | $152,861-15.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.72% | 64.32%-58.6pp | 71.39%-65.7pp | 345.32%-339.6pp |
| Employer contribution / active EE | $16,500 | $5,261+213.6% | $4,735+248.5% | $4,762+246.5% |
| Participant deferral / active EE | $9,421 | $7,109+32.5% | $6,709+40.4% | $5,850+61.0% |
| Admin fee / account holder | $2 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |