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 | $77,473 | $135,952-43.0% | $123,892-37.5% | $273,961-71.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.59% | 56.63%-57.2pp | 47.52%-48.1pp | 41.45%-42.0pp |
| Employer contribution / active EE | $5,739 | $5,170+11.0% | $4,617+24.3% | $4,869+17.9% |
| Participant deferral / active EE | $4,757 | $6,343-25.0% | $5,984-20.5% | $5,287-10.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |