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 | $72,328 | $138,065-47.6% | $123,544-41.5% | $135,375-46.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -14.87% | 153.68%-168.6pp | 119.20%-134.1pp | 519.73%-534.6pp |
| Employer contribution / active EE | $3,010 | $5,151-41.6% | $4,628-35.0% | $4,779-37.0% |
| Participant deferral / active EE | $6,141 | $6,799-9.7% | $6,426-4.4% | $5,609+9.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |