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 | $192,344 | $105,860+81.7% | $90,749+112.0% | $134,475+43.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.22% | -11.01%-10.2pp | -12.16%-9.1pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,600 | $3,462+4.0% | $2,921+23.3% | $4,740-24.0% |
| Participant deferral / active EE | $10,825 | $5,216+107.6% | $4,564+137.2% | $6,400+69.2% |
| Admin fee / account holder | $35 | $13,938-99.7% | $8,445-99.6% | $11,426-99.7% |