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 | $100,206 | $197,591-49.3% | $177,821-43.6% | $158,922-36.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -36.45% | 58.76%-95.2pp | 48.32%-84.8pp | 302.83%-339.3pp |
| Employer contribution / active EE | $4,970 | $6,697-25.8% | $5,918-16.0% | $4,761+4.4% |
| Participant deferral / active EE | $12,928 | $8,405+53.8% | $7,714+67.6% | $5,982+116.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |