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 | $92,531 | $209,411-55.8% | $178,490-48.2% | $158,922-41.8% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | -24.02% | 188.75%-212.8pp | 151.07%-175.1pp | 302.83%-326.8pp |
| Employer contribution / active EE | $7,337 | $5,706+28.6% | $5,011+46.4% | $4,761+54.1% |
| Participant deferral / active EE | $4,372 | $5,954-26.6% | $5,202-16.0% | $5,982-26.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |