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 | $201,265 | $755,339-73.4% | $379,746-47.0% | $158,922+26.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | -0.01% | 53.41%-53.4pp | 34.90%-34.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,562 | $4,685-66.7% | $3,540-55.9% | $4,761-67.2% |
| Participant deferral / active EE | $3,383 | $7,938-57.4% | $6,024-43.8% | $5,982-43.4% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |