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 | $129,361 | $181,894-28.9% | $156,549-17.4% | $273,961-52.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -7.11% | 30.74%-37.9pp | 32.23%-39.3pp | 41.45%-48.6pp |
| Employer contribution / active EE | $5,186 | $6,248-17.0% | $5,501-5.7% | $4,869+6.5% |
| Participant deferral / active EE | $9,252 | $5,550+66.7% | $4,871+89.9% | $5,287+75.0% |
| Admin fee / account holder | $287 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |