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 | $90,401 | $180,449-49.9% | $154,107-41.3% | $135,375-33.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.50% | 888.09%-899.6pp | 735.12%-746.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,698 | $6,035-55.3% | $5,298-49.1% | $4,779-43.5% |
| Participant deferral / active EE | $10,753 | $5,806+85.2% | $5,081+111.6% | $5,609+91.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |