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 | $42,991 | $127,386-66.3% | $115,037-62.6% | $125,391-65.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -10.41% | 31.28%-41.7pp | 26.14%-36.5pp | 282.22%-292.6pp |
| Employer contribution / active EE | $4,720 | $5,166-8.6% | $4,608+2.4% | $4,866-3.0% |
| Participant deferral / active EE | $3,820 | $6,423-40.5% | $6,026-36.6% | $5,352-28.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |