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 9-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 | $34,251 | $150,440-77.2% | $136,294-74.9% | $147,584-76.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.40% | 1049.08%-1044.7pp | 5155.94%-5151.5pp | 578.55%-574.2pp |
| Employer contribution / active EE | $4,497 | $5,256-14.4% | $4,695-4.2% | $4,876-7.8% |
| Participant deferral / active EE | $13,000 | $6,630+96.1% | $6,247+108.1% | $5,439+139.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |