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 | $131,201 | $185,822-29.4% | $169,993-22.8% | $139,434-5.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | -11.18% | 60.50%-71.7pp | 53.37%-64.6pp | 372.94%-384.1pp |
| Employer contribution / active EE | $2,082 | $7,590-72.6% | $6,785-69.3% | $4,751-56.2% |
| Participant deferral / active EE | $12,411 | $11,622+6.8% | $10,408+19.2% | $6,710+84.9% |
| Admin fee / account holder | $237 | $15,381-98.5% | $12,815-98.2% | $11,403-97.9% |