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 9-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 | $52,330 | $106,515-50.9% | $96,683-45.9% | $139,434-62.5% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 10.32% | 38.43%-28.1pp | 35.69%-25.4pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,827 | $4,103-55.5% | $3,737-51.1% | $4,751-61.6% |
| Participant deferral / active EE | $3,169 | $5,454-41.9% | $4,878-35.0% | $6,710-52.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |