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 6-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 | $39,245 | $110,261-64.4% | $95,745-59.0% | $139,434-71.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 5.19% | 27.11%-21.9pp | 28.35%-23.2pp | 372.94%-367.7pp |
| Employer contribution / active EE | $6,431 | $3,257+97.4% | $2,835+126.9% | $4,751+35.4% |
| Participant deferral / active EE | $8,153 | $4,676+74.4% | $4,245+92.1% | $6,710+21.5% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |