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 | $159,949 | $180,449-11.4% | $154,107+3.8% | $135,375+18.2% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -11.03% | 888.09%-899.1pp | 735.12%-746.1pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,273 | $6,035-62.3% | $5,298-57.1% | $4,779-52.4% |
| Participant deferral / active EE | $5,992 | $5,806+3.2% | $5,081+17.9% | $5,609+6.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |