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 | $118,193 | $127,386-7.2% | $115,037+2.7% | $125,391-5.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.17% | 31.28%-35.4pp | 26.14%-30.3pp | 282.22%-286.4pp |
| Employer contribution / active EE | $3,000 | $5,166-41.9% | $4,608-34.9% | $4,866-38.3% |
| Participant deferral / active EE | $14,116 | $6,423+119.8% | $6,026+134.2% | $5,352+163.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |