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 | $71,825 | $165,335-56.6% | $149,696-52.0% | $158,922-54.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.55% | 348.15%-351.7pp | 276.60%-280.2pp | 302.83%-306.4pp |
| Employer contribution / active EE | $3,970 | $5,103-22.2% | $4,644-14.5% | $4,761-16.6% |
| Participant deferral / active EE | $4,377 | $7,181-39.1% | $6,842-36.0% | $5,982-26.8% |
| Admin fee / account holder | $250 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |