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 | $196,349 | $817,678-76.0% | $392,568-50.0% | $152,861+28.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | -5.63% | 22.84%-28.5pp | 24.42%-30.0pp | 345.32%-350.9pp |
| Employer contribution / active EE | $1,571 | $5,502-71.4% | $3,783-58.5% | $4,762-67.0% |
| Participant deferral / active EE | $3,453 | $8,398-58.9% | $5,985-42.3% | $5,850-41.0% |
| Admin fee / account holder | $81 | $12,095-99.3% | $6,260-98.7% | $11,596-99.3% |