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 | $114,301 | $129,942-12.0% | $104,294+9.6% | $134,475-15.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.78% | 42.03%-63.8pp | 24.61%-46.4pp | 417.96%-439.7pp |
| Employer contribution / active EE | $5,160 | $4,184+23.3% | $3,372+53.0% | $4,740+8.9% |
| Participant deferral / active EE | $10,140 | $5,588+81.5% | $4,625+119.2% | $6,400+58.4% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |