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 | $209,370 | $127,386+64.4% | $115,037+82.0% | $125,391+67.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -17.15% | 31.28%-48.4pp | 26.14%-43.3pp | 282.22%-299.4pp |
| Employer contribution / active EE | $3,304 | $5,166-36.0% | $4,608-28.3% | $4,866-32.1% |
| Participant deferral / active EE | $7,524 | $6,423+17.1% | $6,026+24.8% | $5,352+40.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |