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 | $111,586 | $127,386-12.4% | $115,037-3.0% | $125,391-11.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.08% | 31.28%-35.4pp | 26.14%-30.2pp | 282.22%-286.3pp |
| Employer contribution / active EE | $2,332 | $5,166-54.9% | $4,608-49.4% | $4,866-52.1% |
| Participant deferral / active EE | $4,663 | $6,423-27.4% | $6,026-22.6% | $5,352-12.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |