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 | $130,916 | $215,361-39.2% | $171,082-23.5% | $273,961-52.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -3.20% | 25.14%-28.3pp | 32.56%-35.8pp | 41.45%-44.7pp |
| Employer contribution / active EE | $1,874 | $4,967-62.3% | $4,002-53.2% | $4,869-61.5% |
| Participant deferral / active EE | $4,346 | $5,543-21.6% | $4,797-9.4% | $5,287-17.8% |
| Admin fee / account holder | $21 | $10,846-99.8% | $8,520-99.8% | $10,132-99.8% |