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 | $85,714 | $197,591-56.6% | $177,821-51.8% | $158,922-46.1% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | -6.67% | 58.76%-65.4pp | 48.32%-55.0pp | 302.83%-309.5pp |
| Employer contribution / active EE | $2,361 | $6,697-64.7% | $5,918-60.1% | $4,761-50.4% |
| Participant deferral / active EE | $4,012 | $8,405-52.3% | $7,714-48.0% | $5,982-32.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |