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 | $98,611 | $127,386-22.6% | $115,037-14.3% | $125,391-21.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.40% | 31.28%-36.7pp | 26.14%-31.5pp | 282.22%-287.6pp |
| Employer contribution / active EE | $2,659 | $5,166-48.5% | $4,608-42.3% | $4,866-45.4% |
| Participant deferral / active EE | $5,652 | $6,423-12.0% | $6,026-6.2% | $5,352+5.6% |
| Admin fee / account holder | $137 | $9,516-98.6% | $8,175-98.3% | $9,540-98.6% |