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 | $108,270 | $209,411-48.3% | $178,490-39.3% | $158,922-31.9% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | -0.56% | 188.75%-189.3pp | 151.07%-151.6pp | 302.83%-303.4pp |
| Employer contribution / active EE | $7,664 | $5,706+34.3% | $5,011+53.0% | $4,761+61.0% |
| Participant deferral / active EE | $2,425 | $5,954-59.3% | $5,202-53.4% | $5,982-59.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |