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 | $82,426 | $160,055-48.5% | $140,016-41.1% | $135,375-39.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.50% | 911.38%-920.9pp | 651.12%-660.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $5,402 | $6,420-15.9% | $5,606-3.6% | $4,779+13.0% |
| Participant deferral / active EE | $3,707 | $7,642-51.5% | $6,927-46.5% | $5,609-33.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |