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 | $70,529 | $227,553-69.0% | $189,557-62.8% | $167,490-57.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 1.81% | 78.40%-76.6pp | 64.17%-62.4pp | 478.56%-476.7pp |
| Employer contribution / active EE | $1,660 | $5,316-68.8% | $4,412-62.4% | $4,837-65.7% |
| Participant deferral / active EE | $9,975 | $7,002+42.5% | $6,174+61.6% | $6,341+57.3% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |