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 | $75,067 | $168,632-55.5% | $147,614-49.1% | $125,391-40.1% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -4.79% | 77.65%-82.4pp | 61.98%-66.8pp | 282.22%-287.0pp |
| Employer contribution / active EE | $7,174 | $6,252+14.7% | $5,564+28.9% | $4,866+47.4% |
| Participant deferral / active EE | $3,685 | $5,507-33.1% | $4,895-24.7% | $5,352-31.1% |
| Admin fee / account holder | $2 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |