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 | $126,523 | $167,307-24.4% | $143,757-12.0% | $134,475-5.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -22.25% | 0.46%-22.7pp | -0.04%-22.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $5,884 | $5,619+4.7% | $4,951+18.8% | $4,740+24.1% |
| Participant deferral / active EE | $7,917 | $6,446+22.8% | $5,637+40.4% | $6,400+23.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |