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 | $126,613 | $138,044-8.3% | $125,339+1.0% | $134,475-5.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -23.98% | 750.33%-774.3pp | 572.05%-596.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,650 | $7,799-27.6% | $7,446-24.1% | $6,400-11.7% |
| Admin fee / account holder | $218 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |