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 | $168,365 | $131,829+27.7% | $108,579+55.1% | $273,961-38.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.04% | -91.57%+91.5pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,880 | $4,912-41.4% | $3,758-23.4% | $4,869-40.8% |
| Participant deferral / active EE | $5,703 | $5,127+11.2% | $4,311+32.3% | $5,287+7.9% |
| Admin fee / account holder | $270 | $10,252-97.4% | $7,645-96.5% | $10,132-97.3% |