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 | $105,467 | $127,386-17.2% | $115,037-8.3% | $125,391-15.9% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -3.78% | 31.28%-35.1pp | 26.14%-29.9pp | 282.22%-286.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,910 | $6,423+7.6% | $6,026+14.7% | $5,352+29.1% |
| Admin fee / account holder | $6 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |