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 | $113,322 | $167,484-32.3% | $151,611-25.3% | $134,475-15.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -21.54% | 7.80%-29.3pp | 3.33%-24.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,180 | $6,829-68.1% | $6,166-64.6% | $4,740-54.0% |
| Participant deferral / active EE | $6,145 | $8,986-31.6% | $8,363-26.5% | $6,400-4.0% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |