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 | $122,288 | $158,817-23.0% | $121,196+0.9% | $135,375-9.7% |
| Participation rate | 87.0% | 79.3%+7.7pp | 71.7%+15.2pp | 82.6%+4.3pp |
| Annual return | -11.13% | -0.64%-10.5pp | 16.93%-28.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $5,869 | $5,665+3.6% | $4,022+45.9% | $4,779+22.8% |
| Participant deferral / active EE | $10,011 | $4,005+150.0% | $3,344+199.3% | $5,609+78.5% |
| Admin fee / account holder | $22 | $6,512-99.7% | $5,019-99.6% | $10,827-99.8% |