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 | $191,818 | $135,952+41.1% | $123,892+54.8% | $273,961-30.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -5.64% | 56.63%-62.3pp | 47.52%-53.2pp | 41.45%-47.1pp |
| Employer contribution / active EE | $11,042 | $5,170+113.6% | $4,617+139.2% | $4,869+126.8% |
| Participant deferral / active EE | $10,286 | $6,343+62.2% | $5,984+71.9% | $5,287+94.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |