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 | $40,997 | $135,952-69.8% | $123,892-66.9% | $273,961-85.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -22.29% | 56.63%-78.9pp | 47.52%-69.8pp | 41.45%-63.7pp |
| Employer contribution / active EE | $4,350 | $5,170-15.9% | $4,617-5.8% | $4,869-10.7% |
| Participant deferral / active EE | $6,534 | $6,343+3.0% | $5,984+9.2% | $5,287+23.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |