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 | $111,663 | $127,100-12.1% | $105,738+5.6% | $135,375-17.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 76.3%+15.3pp | 82.6%+9.0pp |
| Annual return | -9.19% | 4.49%-13.7pp | 6.27%-15.5pp | 519.73%-528.9pp |
| Employer contribution / active EE | $10,051 | $4,107+144.7% | $3,268+207.5% | $4,779+110.3% |
| Participant deferral / active EE | $6,210 | $5,064+22.6% | $4,080+52.2% | $5,609+10.7% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |