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 | $91,426 | $217,402-57.9% | $185,823-50.8% | $167,490-45.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -21.98% | 148.36%-170.3pp | 122.05%-144.0pp | 478.56%-500.5pp |
| Employer contribution / active EE | $6,496 | $5,873+10.6% | $5,167+25.7% | $4,837+34.3% |
| Participant deferral / active EE | $5,736 | $6,356-9.8% | $5,568+3.0% | $6,341-9.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |