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 | $114,737 | $165,335-30.6% | $149,696-23.4% | $158,922-27.8% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | -2.67% | 348.15%-350.8pp | 276.60%-279.3pp | 302.83%-305.5pp |
| Employer contribution / active EE | $3,313 | $5,103-35.1% | $4,644-28.7% | $4,761-30.4% |
| Participant deferral / active EE | $4,738 | $7,181-34.0% | $6,842-30.8% | $5,982-20.8% |
| Admin fee / account holder | $7 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |