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 | $82,027 | $113,935-28.0% | $94,224-12.9% | $125,391-34.6% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -5.27% | 5.29%-10.6pp | 10.68%-15.9pp | 282.22%-287.5pp |
| Employer contribution / active EE | $3,772 | $4,727-20.2% | $3,587+5.2% | $4,866-22.5% |
| Participant deferral / active EE | $10,004 | $5,179+93.2% | $4,320+131.6% | $5,352+86.9% |
| Admin fee / account holder | $9 | $8,391-99.9% | $6,269-99.9% | $9,540-99.9% |