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 | $163,207 | $167,484-2.6% | $151,611+7.6% | $134,475+21.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.34% | 7.80%-32.1pp | 3.33%-27.7pp | 417.96%-442.3pp |
| Employer contribution / active EE | $7,321 | $6,829+7.2% | $6,166+18.7% | $4,740+54.5% |
| Participant deferral / active EE | $22,605 | $8,986+151.6% | $8,363+170.3% | $6,400+253.2% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |