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 | $136,002 | $87,540+55.4% | $75,781+79.5% | $125,391+8.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.94% | 13.48%-19.4pp | 9.68%-15.6pp | 282.22%-288.2pp |
| Employer contribution / active EE | $4,139 | $3,930+5.3% | $3,323+24.5% | $4,866-15.0% |
| Participant deferral / active EE | $11,280 | $4,229+166.7% | $3,651+208.9% | $5,352+110.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |