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 | $89,807 | $140,588-36.1% | $123,104-27.0% | $125,391-28.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.19% | 16.80%-21.0pp | 13.22%-17.4pp | 282.22%-286.4pp |
| Employer contribution / active EE | $6,343 | $6,041+5.0% | $5,151+23.1% | $4,866+30.4% |
| Participant deferral / active EE | $17,600 | $6,980+152.1% | $6,230+182.5% | $5,352+228.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |