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 | $129,434 | $140,588-7.9% | $123,104+5.1% | $125,391+3.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.22% | 16.80%-22.0pp | 13.22%-18.4pp | 282.22%-287.4pp |
| Employer contribution / active EE | $10,947 | $6,041+81.2% | $5,151+112.5% | $4,866+125.0% |
| Participant deferral / active EE | $10,890 | $6,980+56.0% | $6,230+74.8% | $5,352+103.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |