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 | $170,838 | $198,466-13.9% | $170,442+0.2% | $147,584+15.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -3.88% | 257.29%-261.2pp | 205.93%-209.8pp | 578.55%-582.4pp |
| Employer contribution / active EE | $21,445 | $6,184+246.8% | $5,433+294.7% | $4,876+339.8% |
| Participant deferral / active EE | $14,422 | $5,629+156.2% | $4,939+192.0% | $5,439+165.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |