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 | $92,612 | $138,044-32.9% | $125,339-26.1% | $134,475-31.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -24.40% | 750.33%-774.7pp | 572.05%-596.4pp | 417.96%-442.4pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,580 | $7,799+22.8% | $7,446+28.7% | $6,400+49.7% |
| Admin fee / account holder | $144 | $11,571-98.8% | $10,010-98.6% | $11,426-98.7% |