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 | $171,599 | $209,411-18.1% | $178,490-3.9% | $158,922+8.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -4.64% | 188.75%-193.4pp | 151.07%-155.7pp | 302.83%-307.5pp |
| Employer contribution / active EE | $8,076 | $5,706+41.5% | $5,011+61.2% | $4,761+69.6% |
| Participant deferral / active EE | $8,835 | $5,954+48.4% | $5,202+69.9% | $5,982+47.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |