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 | $123,780 | $209,336-40.9% | $197,124-37.2% | $137,256-9.8% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | -0.27% | 48.09%-48.4pp | 44.34%-44.6pp | 220.34%-220.6pp |
| Employer contribution / active EE | $2,266 | $6,591-65.6% | $6,227-63.6% | $4,156-45.5% |
| Participant deferral / active EE | $3,532 | $9,614-63.3% | $9,135-61.3% | $6,407-44.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |