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 | $137,304 | $167,484-18.0% | $151,611-9.4% | $134,475+2.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.17% | 7.80%-35.0pp | 3.33%-30.5pp | 417.96%-445.1pp |
| Employer contribution / active EE | $5,040 | $6,829-26.2% | $6,166-18.3% | $4,740+6.3% |
| Participant deferral / active EE | $11,046 | $8,986+22.9% | $8,363+32.1% | $6,400+72.6% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |