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 | $186,685 | $133,958+39.4% | $112,228+66.3% | $134,475+38.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.97% | 47.11%-70.1pp | 27.45%-50.4pp | 417.96%-440.9pp |
| Employer contribution / active EE | $3,613 | $4,038-10.5% | $3,635-0.6% | $4,740-23.8% |
| Participant deferral / active EE | $12,830 | $5,291+142.5% | $4,728+171.4% | $6,400+100.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |