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 | $100,460 | $131,829-23.8% | $108,579-7.5% | $273,961-63.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.51% | -91.57%+92.1pp | -51.70%+52.2pp | 41.45%-40.9pp |
| Employer contribution / active EE | $5,806 | $4,912+18.2% | $3,758+54.5% | $4,869+19.2% |
| Participant deferral / active EE | $17,258 | $5,127+236.6% | $4,311+300.3% | $5,287+226.4% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |