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 | $211,903 | $111,754+89.6% | $103,333+105.1% | $145,922+45.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | -29.94% | 24.77%-54.7pp | 24.88%-54.8pp | 561.29%-591.2pp |
| Employer contribution / active EE | $2,312 | $4,212-45.1% | $3,868-40.2% | $4,660-50.4% |
| Participant deferral / active EE | $2,437 | $5,619-56.6% | $5,057-51.8% | $6,688-63.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |