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 | $216,762 | $110,094+96.9% | $151,611+43.0% | $68,494+216.5% |
| Participation rate | 71.4% | 84.0%-12.5pp | 87.5%-16.1pp | 67.9%+3.5pp |
| Annual return | -24.83% | -10.12%-14.7pp | 3.33%-28.2pp | -7.84%-17.0pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,262 | $6,527+118.5% | $8,363+70.5% | $4,027+254.1% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |