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 | $99,588 | $113,935-12.6% | $94,224+5.7% | $125,391-20.6% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | -19.91% | 5.29%-25.2pp | 10.68%-30.6pp | 282.22%-302.1pp |
| Employer contribution / active EE | $3,871 | $4,727-18.1% | $3,587+7.9% | $4,866-20.5% |
| Participant deferral / active EE | $7,627 | $5,179+47.3% | $4,320+76.5% | $5,352+42.5% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |