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 | $59,266 | $153,772-61.5% | $133,980-55.8% | $273,961-78.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.48% | 36.51%-37.0pp | 29.30%-29.8pp | 41.45%-41.9pp |
| Employer contribution / active EE | $11,004 | $6,029+82.5% | $5,211+111.1% | $4,869+126.0% |
| Participant deferral / active EE | $13,014 | $6,958+87.0% | $6,282+107.2% | $5,287+146.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |