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 | $108,596 | $197,591-45.0% | $177,821-38.9% | $158,922-31.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -20.81% | 58.76%-79.6pp | 48.32%-69.1pp | 302.83%-323.6pp |
| Employer contribution / active EE | $2,872 | $6,697-57.1% | $5,918-51.5% | $4,761-39.7% |
| Participant deferral / active EE | $13,478 | $8,405+60.4% | $7,714+74.7% | $5,982+125.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |