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 5-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 | $217,166 | $100,773+115.5% | $88,946+144.2% | $142,382+52.5% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | -6.85% | 70.18%-77.0pp | 57.82%-64.7pp | 217.08%-223.9pp |
| Employer contribution / active EE | $1,557 | $2,918-46.6% | $2,555-39.1% | $4,299-63.8% |
| Participant deferral / active EE | $1,749 | $5,230-66.6% | $4,581-61.8% | $6,507-73.1% |
| Admin fee / account holder | $101 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |