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 9-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 | $157,516 | $131,829+19.5% | $108,579+45.1% | $273,961-42.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.64% | -91.57%+93.2pp | -51.70%+53.3pp | 41.45%-39.8pp |
| Employer contribution / active EE | $4,375 | $4,912-10.9% | $3,758+16.4% | $4,869-10.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $83 | $10,252-99.2% | $7,645-98.9% | $10,132-99.2% |