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 | $113,151 | $140,588-19.5% | $123,104-8.1% | $125,391-9.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -8.70% | 16.80%-25.5pp | 13.22%-21.9pp | 282.22%-290.9pp |
| Employer contribution / active EE | $5,430 | $6,041-10.1% | $5,151+5.4% | $4,866+11.6% |
| Participant deferral / active EE | $7,752 | $6,980+11.0% | $6,230+24.4% | $5,352+44.8% |
| Admin fee / account holder | $106 | $11,198-99.1% | $9,015-98.8% | $9,540-98.9% |