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 | $128,640 | $100,754+27.7% | $86,677+48.4% | $134,475-4.3% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -21.79% | 29.04%-50.8pp | 35.91%-57.7pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,861 | $3,489-46.7% | $2,836-34.4% | $4,740-60.7% |
| Participant deferral / active EE | $5,569 | $5,338+4.3% | $4,656+19.6% | $6,400-13.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |