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 | $46,399 | $198,466-76.6% | $170,442-72.8% | $147,584-68.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | -3.31% | 257.29%-260.6pp | 205.93%-209.2pp | 578.55%-581.9pp |
| Employer contribution / active EE | $8,121 | $6,184+31.3% | $5,433+49.5% | $4,876+66.5% |
| Participant deferral / active EE | $6,332 | $5,629+12.5% | $4,939+28.2% | $5,439+16.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |