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 | $124,252 | $138,065-10.0% | $123,544+0.6% | $135,375-8.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.67% | 153.68%-168.4pp | 119.20%-133.9pp | 519.73%-534.4pp |
| Employer contribution / active EE | $7,449 | $5,151+44.6% | $4,628+61.0% | $4,779+55.9% |
| Participant deferral / active EE | $8,658 | $6,799+27.3% | $6,426+34.7% | $5,609+54.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |