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 5-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 | $171,770 | $106,515+61.3% | $96,683+77.7% | $139,434+23.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -4.34% | 38.43%-42.8pp | 35.69%-40.0pp | 372.94%-377.3pp |
| Employer contribution / active EE | $1,220 | $4,103-70.3% | $3,737-67.4% | $4,751-74.3% |
| Participant deferral / active EE | $1,800 | $5,454-67.0% | $4,878-63.1% | $6,710-73.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |