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 | $243,067 | $215,361+12.9% | $171,082+42.1% | $273,961-11.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -2.52% | 25.14%-27.7pp | 32.56%-35.1pp | 41.45%-44.0pp |
| Employer contribution / active EE | $1,726 | $4,967-65.3% | $4,002-56.9% | $4,869-64.5% |
| Participant deferral / active EE | $9,750 | $5,543+75.9% | $4,797+103.2% | $5,287+84.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |