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 | $95,134 | $107,334-11.4% | $92,893+2.4% | $152,861-37.8% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | -5.85% | 145.58%-151.4pp | 109.41%-115.3pp | 345.32%-351.2pp |
| Employer contribution / active EE | $3,010 | $4,221-28.7% | $3,653-17.6% | $4,762-36.8% |
| Participant deferral / active EE | $6,381 | $4,845+31.7% | $4,236+50.6% | $5,850+9.1% |
| Admin fee / account holder | $27 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |