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 | $155,690 | $127,386+22.2% | $115,037+35.3% | $125,391+24.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.52% | 31.28%-37.8pp | 26.14%-32.7pp | 282.22%-288.7pp |
| Employer contribution / active EE | $7,987 | $5,166+54.6% | $4,608+73.3% | $4,866+64.1% |
| Participant deferral / active EE | $19,500 | $6,423+203.6% | $6,026+223.6% | $5,352+264.4% |
| Admin fee / account holder | $88 | $9,516-99.1% | $8,175-98.9% | $9,540-99.1% |