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 | $140,521 | $180,449-22.1% | $154,107-8.8% | $135,375+3.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.60% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $14,835 | $6,035+145.8% | $5,298+180.0% | $4,779+210.4% |
| Participant deferral / active EE | $21,927 | $5,806+277.7% | $5,081+331.6% | $5,609+290.9% |
| Admin fee / account holder | $14 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |