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 | $97,437 | $165,335-41.1% | $149,696-34.9% | $158,922-38.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -6.26% | 348.15%-354.4pp | 276.60%-282.9pp | 302.83%-309.1pp |
| Employer contribution / active EE | $5,155 | $5,103+1.0% | $4,644+11.0% | $4,761+8.3% |
| Participant deferral / active EE | $15,600 | $7,181+117.2% | $6,842+128.0% | $5,982+160.8% |
| Admin fee / account holder | $48 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |