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 | $119,428 | $167,484-28.7% | $151,611-21.2% | $134,475-11.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.32% | 7.80%-31.1pp | 3.33%-26.6pp | 417.96%-441.3pp |
| Employer contribution / active EE | $15,654 | $6,829+129.2% | $6,166+153.9% | $4,740+230.3% |
| Participant deferral / active EE | $6,750 | $8,986-24.9% | $8,363-19.3% | $6,400+5.5% |
| Admin fee / account holder | $243 | $13,783-98.2% | $11,616-97.9% | $11,426-97.9% |