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 | $229,140 | $167,307+37.0% | $143,757+59.4% | $134,475+70.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -24.96% | 0.46%-25.4pp | -0.04%-24.9pp | 417.96%-442.9pp |
| Employer contribution / active EE | $2,183 | $5,619-61.2% | $4,951-55.9% | $4,740-54.0% |
| Participant deferral / active EE | $6,228 | $6,446-3.4% | $5,637+10.5% | $6,400-2.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |