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 | $98,876 | $180,449-45.2% | $154,107-35.8% | $135,375-27.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -11.32% | 888.09%-899.4pp | 735.12%-746.4pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,151 | $6,035-64.4% | $5,298-59.4% | $4,779-55.0% |
| Participant deferral / active EE | $5,045 | $5,806-13.1% | $5,081-0.7% | $5,609-10.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |