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 | $98,091 | $168,632-41.8% | $147,614-33.5% | $125,391-21.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.24% | 77.65%-81.9pp | 61.98%-66.2pp | 282.22%-286.5pp |
| Employer contribution / active EE | $1,848 | $6,252-70.4% | $5,564-66.8% | $4,866-62.0% |
| Participant deferral / active EE | $3,235 | $5,507-41.3% | $4,895-33.9% | $5,352-39.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |