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 | $99,321 | $217,402-54.3% | $185,823-46.6% | $167,490-40.7% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | -8.33% | 148.36%-156.7pp | 122.05%-130.4pp | 478.56%-486.9pp |
| Employer contribution / active EE | $8,033 | $5,873+36.8% | $5,167+55.5% | $4,837+66.1% |
| Participant deferral / active EE | $5,421 | $6,356-14.7% | $5,568-2.6% | $6,341-14.5% |
| Admin fee / account holder | $134 | $19,811-99.3% | $16,237-99.2% | $12,309-98.9% |