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 | $108,935 | $142,344-23.5% | $119,609-8.9% | $134,475-19.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -20.24% | -12.44%-7.8pp | -14.97%-5.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,635 | $5,222-11.2% | $4,232+9.5% | $4,740-2.2% |
| Participant deferral / active EE | $10,279 | $6,469+58.9% | $5,602+83.5% | $6,400+60.6% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |