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 | $97,258 | $165,912-41.4% | $122,332-20.5% | $147,584-34.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | -21.79% | 34.55%-56.3pp | 30.27%-52.1pp | 578.55%-600.3pp |
| Employer contribution / active EE | $212 | $5,754-96.3% | $4,050-94.8% | $4,876-95.7% |
| Participant deferral / active EE | $240 | $4,005-94.0% | $3,287-92.7% | $5,439-95.6% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |