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 | $96,920 | $183,519-47.2% | $155,509-37.7% | $145,922-33.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 1.61% | 61.17%-59.6pp | 64.67%-63.1pp | 561.29%-559.7pp |
| Employer contribution / active EE | $2,665 | $5,313-49.8% | $4,672-43.0% | $4,660-42.8% |
| Participant deferral / active EE | $8,800 | $6,462+36.2% | $5,626+56.4% | $6,688+31.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |