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 | $46,817 | $127,386-63.2% | $115,037-59.3% | $125,391-62.7% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -4.56% | 31.28%-35.8pp | 26.14%-30.7pp | 282.22%-286.8pp |
| Employer contribution / active EE | $882 | $5,166-82.9% | $4,608-80.9% | $4,866-81.9% |
| Participant deferral / active EE | $2,089 | $6,423-67.5% | $6,026-65.3% | $5,352-61.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |