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 | $142,759 | $167,484-14.8% | $151,611-5.8% | $134,475+6.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -27.07% | 7.80%-34.9pp | 3.33%-30.4pp | 417.96%-445.0pp |
| Employer contribution / active EE | $3,301 | $6,829-51.7% | $6,166-46.5% | $4,740-30.3% |
| Participant deferral / active EE | $8,222 | $8,986-8.5% | $8,363-1.7% | $6,400+28.5% |
| Admin fee / account holder | $10 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |