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 | $39,797 | $127,386-68.8% | $115,037-65.4% | $125,391-68.3% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -7.70% | 31.28%-39.0pp | 26.14%-33.8pp | 282.22%-289.9pp |
| Employer contribution / active EE | $19,867 | $5,166+284.6% | $4,608+331.2% | $4,866+308.3% |
| Participant deferral / active EE | $12,657 | $6,423+97.1% | $6,026+110.0% | $5,352+136.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |