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 | $139,255 | $90,600+53.7% | $79,464+75.2% | $135,375+2.9% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -10.62% | 977.43%-988.1pp | 718.14%-728.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $4,497 | $3,068+46.6% | $2,800+60.6% | $4,779-5.9% |
| Participant deferral / active EE | $3,709 | $4,050-8.4% | $3,704+0.2% | $5,609-33.9% |
| Admin fee / account holder | $173 | $5,907-97.1% | $5,113-96.6% | $10,827-98.4% |