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 | $79,466 | $112,729-29.5% | $98,716-19.5% | $137,256-42.1% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.3%+4.4pp | 80.0%-6.3pp |
| Annual return | 7.98% | 38.48%-30.5pp | 31.81%-23.8pp | 220.34%-212.4pp |
| Employer contribution / active EE | $2,983 | $2,725+9.5% | $2,279+30.9% | $4,156-28.2% |
| Participant deferral / active EE | $6,151 | $4,640+32.6% | $4,048+52.0% | $6,407-4.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |