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 | $96,226 | $144,119-33.2% | $117,854-18.4% | $147,584-34.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | -1.45% | 531.15%-532.6pp | 335.08%-336.5pp | 578.55%-580.0pp |
| Employer contribution / active EE | $1,436 | $4,896-70.7% | $3,786-62.1% | $4,876-70.6% |
| Participant deferral / active EE | $3,307 | $5,316-37.8% | $4,482-26.2% | $5,439-39.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |