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 | $104,264 | $135,952-23.3% | $123,892-15.8% | $273,961-61.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.13% | 56.63%-56.8pp | 47.52%-47.7pp | 41.45%-41.6pp |
| Employer contribution / active EE | $7,590 | $5,170+46.8% | $4,617+64.4% | $4,869+55.9% |
| Participant deferral / active EE | $6,424 | $6,343+1.3% | $5,984+7.3% | $5,287+21.5% |
| Admin fee / account holder | $11 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |