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 | $88,402 | $90,600-2.4% | $79,464+11.2% | $135,375-34.7% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -11.99% | 977.43%-989.4pp | 718.14%-730.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,028 | $3,068-66.5% | $2,800-63.3% | $4,779-78.5% |
| Participant deferral / active EE | $7,113 | $4,050+75.6% | $3,704+92.0% | $5,609+26.8% |
| Admin fee / account holder | $85 | $5,907-98.6% | $5,113-98.3% | $10,827-99.2% |