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 | $68,058 | $160,055-57.5% | $140,016-51.4% | $135,375-49.7% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -13.09% | 911.38%-924.5pp | 651.12%-664.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $7,018 | $6,420+9.3% | $5,606+25.2% | $4,779+46.9% |
| Participant deferral / active EE | $12,581 | $7,642+64.6% | $6,927+81.6% | $5,609+124.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |