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 | $73,672 | $211,958-65.2% | $169,463-56.5% | $135,375-45.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.60% | 3.26%-13.9pp | 1.83%-12.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,226 | $5,120-56.5% | $4,159-46.5% | $4,779-53.4% |
| Participant deferral / active EE | $14,050 | $6,075+131.3% | $5,277+166.3% | $5,609+150.5% |
| Admin fee / account holder | $171 | $11,471-98.5% | $9,109-98.1% | $10,827-98.4% |