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 | $173,983 | $127,386+36.6% | $115,037+51.2% | $125,391+38.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.72% | 31.28%-36.0pp | 26.14%-30.9pp | 282.22%-286.9pp |
| Employer contribution / active EE | $2,062 | $5,166-60.1% | $4,608-55.2% | $4,866-57.6% |
| Participant deferral / active EE | $9,226 | $6,423+43.6% | $6,026+53.1% | $5,352+72.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |