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 | $121,254 | $167,484-27.6% | $151,611-20.0% | $134,475-9.8% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -21.47% | 7.80%-29.3pp | 3.33%-24.8pp | 417.96%-439.4pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,219 | $8,986+24.9% | $8,363+34.1% | $6,400+75.3% |
| Admin fee / account holder | $91 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |