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 | $98,799 | $149,734-34.0% | $118,925-16.9% | $158,922-37.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -0.74% | 19.95%-20.7pp | 35.88%-36.6pp | 302.83%-303.6pp |
| Employer contribution / active EE | $3,410 | $4,115-17.1% | $3,263+4.5% | $4,761-28.4% |
| Participant deferral / active EE | $5,268 | $5,223+0.9% | $4,265+23.5% | $5,982-11.9% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |