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 | $46,649 | $157,256-70.3% | $141,162-67.0% | $152,861-69.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.05% | 64.32%-62.3pp | 71.39%-69.3pp | 345.32%-343.3pp |
| Employer contribution / active EE | $2,007 | $5,261-61.8% | $4,735-57.6% | $4,762-57.8% |
| Participant deferral / active EE | $12,000 | $7,109+68.8% | $6,709+78.9% | $5,850+105.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |