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 | $101,849 | $190,805-46.6% | $159,960-36.3% | $134,475-24.3% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -21.20% | 552.23%-573.4pp | 408.60%-429.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,825 | $4,995-63.5% | $4,226-56.8% | $4,740-61.5% |
| Participant deferral / active EE | $8,194 | $6,923+18.4% | $6,182+32.5% | $6,400+28.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |