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 | $123,524 | $167,307-26.2% | $143,757-14.1% | $134,475-8.1% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -34.55% | 0.46%-35.0pp | -0.04%-34.5pp | 417.96%-452.5pp |
| Employer contribution / active EE | $1,722 | $5,619-69.4% | $4,951-65.2% | $4,740-63.7% |
| Participant deferral / active EE | $6,922 | $6,446+7.4% | $5,637+22.8% | $6,400+8.2% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |