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 | $153,251 | $167,307-8.4% | $143,757+6.6% | $134,475+14.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.09% | 0.46%-38.6pp | -0.04%-38.1pp | 417.96%-456.1pp |
| Employer contribution / active EE | $1,714 | $5,619-69.5% | $4,951-65.4% | $4,740-63.8% |
| Participant deferral / active EE | $7,714 | $6,446+19.7% | $5,637+36.9% | $6,400+20.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |