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 | $35,673 | $131,829-72.9% | $108,579-67.1% | $273,961-87.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -3.17% | -91.57%+88.4pp | -51.70%+48.5pp | 41.45%-44.6pp |
| Employer contribution / active EE | $3,292 | $4,912-33.0% | $3,758-12.4% | $4,869-32.4% |
| Participant deferral / active EE | $4,430 | $5,127-13.6% | $4,311+2.8% | $5,287-16.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |