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 | $147,184 | $100,754+46.1% | $86,677+69.8% | $134,475+9.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.95% | 29.04%-52.0pp | 35.91%-58.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,457 | $3,489-29.6% | $2,836-13.4% | $4,740-48.2% |
| Participant deferral / active EE | $6,015 | $5,338+12.7% | $4,656+29.2% | $6,400-6.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |