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 | $44,213 | $159,901-72.3% | $146,958-69.9% | $145,922-69.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 0.78% | 98.13%-97.4pp | 418.34%-417.6pp | 561.29%-560.5pp |
| Employer contribution / active EE | $6,523 | $5,286+23.4% | $4,933+32.2% | $4,660+40.0% |
| Participant deferral / active EE | $6,778 | $8,428-19.6% | $8,070-16.0% | $6,688+1.3% |
| Admin fee / account holder | $91 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |