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 | $17,229 | $90,600-81.0% | $79,464-78.3% | $135,375-87.3% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -11.14% | 977.43%-988.6pp | 718.14%-729.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $3,325 | $3,068+8.4% | $2,800+18.7% | $4,779-30.4% |
| Participant deferral / active EE | $2,792 | $4,050-31.1% | $3,704-24.6% | $5,609-50.2% |
| Admin fee / account holder | $22 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |