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 | $55,181 | $138,065-60.0% | $123,544-55.3% | $135,375-59.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.77% | 153.68%-173.5pp | 119.20%-139.0pp | 519.73%-539.5pp |
| Employer contribution / active EE | $5,274 | $5,151+2.4% | $4,628+14.0% | $4,779+10.4% |
| Participant deferral / active EE | $6,736 | $6,799-0.9% | $6,426+4.8% | $5,609+20.1% |
| Admin fee / account holder | $172 | $10,916-98.4% | $9,284-98.2% | $10,827-98.4% |