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 | $237,963 | $110,094+116.1% | $151,611+57.0% | $68,494+247.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.57% | -10.12%-9.5pp | 3.33%-22.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $6,209 | $4,471+38.9% | $6,166+0.7% | $2,596+139.1% |
| Participant deferral / active EE | $9,170 | $6,527+40.5% | $8,363+9.6% | $4,027+127.7% |
| Admin fee / account holder | $161 | $7,719-97.9% | $11,616-98.6% | $5,403-97.0% |