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 | $102,814 | $165,335-37.8% | $149,696-31.3% | $158,922-35.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -14.00% | 348.15%-362.1pp | 276.60%-290.6pp | 302.83%-316.8pp |
| Employer contribution / active EE | $14,741 | $5,103+188.9% | $4,644+217.4% | $4,761+209.6% |
| Participant deferral / active EE | $11,209 | $7,181+56.1% | $6,842+63.8% | $5,982+87.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |