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 | $128,057 | $181,894-29.6% | $156,549-18.2% | $273,961-53.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.12% | 30.74%-31.9pp | 32.23%-33.3pp | 41.45%-42.6pp |
| Employer contribution / active EE | $6,771 | $6,248+8.4% | $5,501+23.1% | $4,869+39.1% |
| Participant deferral / active EE | $4,480 | $5,550-19.3% | $4,871-8.0% | $5,287-15.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |