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 | $130,335 | $138,065-5.6% | $123,544+5.5% | $135,375-3.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.35% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $5,926 | $5,151+15.0% | $4,628+28.1% | $4,779+24.0% |
| Participant deferral / active EE | $11,777 | $6,799+73.2% | $6,426+83.3% | $5,609+110.0% |
| Admin fee / account holder | $248 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |