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 | $104,489 | $133,958-22.0% | $112,228-6.9% | $134,475-22.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.59% | 47.11%-74.7pp | 27.45%-55.0pp | 417.96%-445.6pp |
| Employer contribution / active EE | $2,382 | $4,038-41.0% | $3,635-34.5% | $4,740-49.7% |
| Participant deferral / active EE | $1,667 | $5,291-68.5% | $4,728-64.7% | $6,400-74.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |