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 | $25,747 | $197,825-87.0% | $155,790-83.5% | $125,391-79.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -44.29% | 86.74%-131.0pp | 71.54%-115.8pp | 282.22%-326.5pp |
| Employer contribution / active EE | $5,421 | $4,847+11.8% | $3,836+41.3% | $4,866+11.4% |
| Participant deferral / active EE | $9,667 | $5,630+71.7% | $4,797+101.5% | $5,352+80.6% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |