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 | $63,679 | $181,894-65.0% | $156,549-59.3% | $273,961-76.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -5.68% | 30.74%-36.4pp | 32.23%-37.9pp | 41.45%-47.1pp |
| Employer contribution / active EE | $4,379 | $6,248-29.9% | $5,501-20.4% | $4,869-10.1% |
| Participant deferral / active EE | $9,600 | $5,550+73.0% | $4,871+97.1% | $5,287+81.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |