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 | $91,179 | $214,378-57.5% | $200,582-54.5% | $142,382-36.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -16.00% | 46.41%-62.4pp | 42.33%-58.3pp | 217.08%-233.1pp |
| Employer contribution / active EE | $3,771 | $6,841-44.9% | $6,419-41.3% | $4,299-12.3% |
| Participant deferral / active EE | $5,283 | $9,865-46.4% | $9,331-43.4% | $6,507-18.8% |
| Admin fee / account holder | $6 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |