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 | $77,008 | $180,449-57.3% | $154,107-50.0% | $135,375-43.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -10.73% | 888.09%-898.8pp | 735.12%-745.8pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,655 | $6,035-72.6% | $5,298-68.8% | $4,779-65.4% |
| Participant deferral / active EE | $4,238 | $5,806-27.0% | $5,081-16.6% | $5,609-24.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |