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 | $119,061 | $181,894-34.5% | $156,549-23.9% | $273,961-56.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -43.96% | 30.74%-74.7pp | 32.23%-76.2pp | 41.45%-85.4pp |
| Employer contribution / active EE | $18,951 | $6,248+203.3% | $5,501+244.5% | $4,869+289.2% |
| Participant deferral / active EE | $12,468 | $5,550+124.6% | $4,871+156.0% | $5,287+135.8% |
| Admin fee / account holder | $183 | $15,559-98.8% | $13,027-98.6% | $10,132-98.2% |