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 | $204,085 | $131,829+54.8% | $108,579+88.0% | $273,961-25.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 0.47% | -91.57%+92.0pp | -51.70%+52.2pp | 41.45%-41.0pp |
| Employer contribution / active EE | $2,108 | $4,912-57.1% | $3,758-43.9% | $4,869-56.7% |
| Participant deferral / active EE | $3,424 | $5,127-33.2% | $4,311-20.6% | $5,287-35.2% |
| Admin fee / account holder | $56 | $10,252-99.5% | $7,645-99.3% | $10,132-99.4% |