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 | $58,114 | $228,332-74.5% | $185,823-68.7% | $158,922-63.4% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 1.89% | 40.80%-38.9pp | 35.95%-34.1pp | 302.83%-300.9pp |
| Employer contribution / active EE | $2,557 | $4,967-48.5% | $4,087-37.5% | $4,761-46.3% |
| Participant deferral / active EE | $2,584 | $6,415-59.7% | $5,632-54.1% | $5,982-56.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |