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 | $223,824 | $100,754+122.1% | $86,677+158.2% | $134,475+66.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -29.08% | 29.04%-58.1pp | 35.91%-65.0pp | 417.96%-447.0pp |
| Employer contribution / active EE | $3,250 | $3,489-6.9% | $2,836+14.6% | $4,740-31.4% |
| Participant deferral / active EE | $14,793 | $5,338+177.1% | $4,656+217.7% | $6,400+131.1% |
| Admin fee / account holder | -$4 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |