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 | $110,382 | $158,817-30.5% | $121,196-8.9% | $135,375-18.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -10.62% | -0.64%-10.0pp | 16.93%-27.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $4,606 | $5,665-18.7% | $4,022+14.5% | $4,779-3.6% |
| Participant deferral / active EE | $6,987 | $4,005+74.5% | $3,344+108.9% | $5,609+24.6% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |