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 | $80,567 | $183,963-56.2% | $162,163-50.3% | $152,861-47.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 3.04% | 150.76%-147.7pp | 115.59%-112.6pp | 345.32%-342.3pp |
| Employer contribution / active EE | $2,406 | $6,371-62.2% | $5,614-57.1% | $4,762-49.5% |
| Participant deferral / active EE | $4,489 | $8,034-44.1% | $7,298-38.5% | $5,850-23.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |