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 | $89,319 | $105,860-15.6% | $90,749-1.6% | $134,475-33.6% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.7%-3.0pp | 81.2%-8.5pp |
| Annual return | -26.69% | -11.01%-15.7pp | -12.16%-14.5pp | 417.96%-444.7pp |
| Employer contribution / active EE | $3,896 | $3,462+12.5% | $2,921+33.4% | $4,740-17.8% |
| Participant deferral / active EE | $10,866 | $5,216+108.3% | $4,564+138.1% | $6,400+69.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |