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 | $183,902 | $142,405+29.1% | $115,157+59.7% | $152,861+20.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -4.38% | 41.48%-45.9pp | 35.60%-40.0pp | 345.32%-349.7pp |
| Employer contribution / active EE | $8,802 | $4,010+119.5% | $3,179+176.9% | $4,762+84.8% |
| Participant deferral / active EE | $4,550 | $5,164-11.9% | $4,168+9.1% | $5,850-22.2% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |