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 | $36,202 | $215,361-83.2% | $171,082-78.8% | $273,961-86.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -12.76% | 25.14%-37.9pp | 32.56%-45.3pp | 41.45%-54.2pp |
| Employer contribution / active EE | $3,966 | $4,967-20.2% | $4,002-0.9% | $4,869-18.5% |
| Participant deferral / active EE | $9,000 | $5,543+62.4% | $4,797+87.6% | $5,287+70.2% |
| Admin fee / account holder | $13 | $10,846-99.9% | $8,520-99.8% | $10,132-99.9% |