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 | $175,597 | $82,664+112.4% | $125,339+40.1% | $68,494+156.4% |
| Participation rate | 80.6% | 75.0%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -19.47% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $6,891 | $3,381+103.8% | $4,814+43.2% | $2,596+165.4% |
| Participant deferral / active EE | $11,275 | $6,110+84.5% | $7,446+51.4% | $4,027+180.0% |
| Admin fee / account holder | $204 | $6,275-96.8% | $10,010-98.0% | $5,403-96.2% |