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 | $126,481 | $175,202-27.8% | $149,673-15.5% | $139,434-9.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -2.57% | 166.71%-169.3pp | 134.42%-137.0pp | 372.94%-375.5pp |
| Employer contribution / active EE | $3,866 | $5,474-29.4% | $4,818-19.7% | $4,751-18.6% |
| Participant deferral / active EE | $8,486 | $6,519+30.2% | $5,680+49.4% | $6,710+26.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |