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 | $36,544 | $197,825-81.5% | $155,790-76.5% | $125,391-70.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.26% | 86.74%-92.0pp | 71.54%-76.8pp | 282.22%-287.5pp |
| Employer contribution / active EE | $4,521 | $4,847-6.7% | $3,836+17.9% | $4,866-7.1% |
| Participant deferral / active EE | $14,891 | $5,630+164.5% | $4,797+210.4% | $5,352+178.3% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |