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 | $124,987 | $181,894-31.3% | $156,549-20.2% | $273,961-54.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.41% | 30.74%-31.2pp | 32.23%-32.6pp | 41.45%-41.9pp |
| Employer contribution / active EE | $12,743 | $6,248+104.0% | $5,501+131.6% | $4,869+161.7% |
| Participant deferral / active EE | $6,520 | $5,550+17.5% | $4,871+33.8% | $5,287+23.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |