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 | $65,955 | $198,466-66.8% | $170,442-61.3% | $147,584-55.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -0.34% | 257.29%-257.6pp | 205.93%-206.3pp | 578.55%-578.9pp |
| Employer contribution / active EE | $2,460 | $6,184-60.2% | $5,433-54.7% | $4,876-49.6% |
| Participant deferral / active EE | $4,658 | $5,629-17.3% | $4,939-5.7% | $5,439-14.4% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |