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 | $62,741 | $179,726-65.1% | $156,263-59.8% | $142,382-55.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | -9.70% | 77.86%-87.6pp | 59.47%-69.2pp | 217.08%-226.8pp |
| Employer contribution / active EE | $6,285 | $5,069+24.0% | $4,333+45.1% | $4,299+46.2% |
| Participant deferral / active EE | $8,301 | $6,956+19.3% | $6,158+34.8% | $6,507+27.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |