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 | $183,095 | $103,376+77.1% | $87,100+110.2% | $152,861+19.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | -0.27% | 28.10%-28.4pp | 28.19%-28.5pp | 345.32%-345.6pp |
| Employer contribution / active EE | $5,000 | $3,220+55.3% | $2,521+98.3% | $4,762+5.0% |
| Participant deferral / active EE | $2,774 | $4,778-41.9% | $4,049-31.5% | $5,850-52.6% |
| Admin fee / account holder | $3 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |