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 | $103,556 | $91,538+13.1% | $129,995-20.3% | $75,163+37.8% |
| Participation rate | 70.0% | 71.4%-1.4pp | 78.5%-8.5pp | 67.2%+2.8pp |
| Annual return | 8.68% | -631.11%+639.8pp | -137.18%+145.9pp | 160.62%-151.9pp |
| Employer contribution / active EE | $2,002 | $2,845-29.7% | $4,320-53.7% | $2,670-25.0% |
| Participant deferral / active EE | $4,586 | $4,341+5.6% | $5,820-21.2% | $4,125+11.2% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |