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 | $176,664 | $131,829+34.0% | $108,579+62.7% | $273,961-35.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.87% | -91.57%+88.7pp | -51.70%+48.8pp | 41.45%-44.3pp |
| Employer contribution / active EE | $4,494 | $4,912-8.5% | $3,758+19.6% | $4,869-7.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $125 | $10,252-98.8% | $7,645-98.4% | $10,132-98.8% |