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 | $105,348 | $160,055-34.2% | $140,016-24.8% | $135,375-22.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.96% | 911.38%-923.3pp | 651.12%-663.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $2,358 | $6,420-63.3% | $5,606-57.9% | $4,779-50.7% |
| Participant deferral / active EE | $7,560 | $7,642-1.1% | $6,927+9.1% | $5,609+34.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |