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 | $124,130 | $209,411-40.7% | $178,490-30.5% | $158,922-21.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -10.88% | 188.75%-199.6pp | 151.07%-161.9pp | 302.83%-313.7pp |
| Employer contribution / active EE | $3,842 | $5,706-32.7% | $5,011-23.3% | $4,761-19.3% |
| Participant deferral / active EE | $4,831 | $5,954-18.9% | $5,202-7.1% | $5,982-19.2% |
| Admin fee / account holder | $129 | $17,074-99.2% | $13,984-99.1% | $11,246-98.9% |