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 | $202,989 | $167,484+21.2% | $151,611+33.9% | $134,475+50.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.82% | 7.80%-35.6pp | 3.33%-31.2pp | 417.96%-445.8pp |
| Employer contribution / active EE | $23,329 | $6,829+241.6% | $6,166+278.3% | $4,740+392.2% |
| Participant deferral / active EE | $7,254 | $8,986-19.3% | $8,363-13.3% | $6,400+13.4% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |