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 | $90,416 | $127,386-29.0% | $115,037-21.4% | $125,391-27.9% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | -4.01% | 31.28%-35.3pp | 26.14%-30.2pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,884 | $5,166-63.5% | $4,608-59.1% | $4,866-61.3% |
| Participant deferral / active EE | $8,325 | $6,423+29.6% | $6,026+38.1% | $5,352+55.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |