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 | $72,332 | $167,484-56.8% | $151,611-52.3% | $134,475-46.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -22.28% | 7.80%-30.1pp | 3.33%-25.6pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,429 | $6,829-64.4% | $6,166-60.6% | $4,740-48.7% |
| Participant deferral / active EE | $3,363 | $8,986-62.6% | $8,363-59.8% | $6,400-47.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |