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 | $63,141 | $228,332-72.3% | $185,823-66.0% | $158,922-60.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -7.25% | 40.80%-48.1pp | 35.95%-43.2pp | 302.83%-310.1pp |
| Employer contribution / active EE | $2,083 | $4,967-58.1% | $4,087-49.0% | $4,761-56.2% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $296 | $11,864-97.5% | $9,500-96.9% | $11,246-97.4% |