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 7-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 | $41,817 | $209,411-80.0% | $178,490-76.6% | $158,922-73.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.14% | 188.75%-188.6pp | 151.07%-150.9pp | 302.83%-302.7pp |
| Employer contribution / active EE | $1,468 | $5,706-74.3% | $5,011-70.7% | $4,761-69.2% |
| Participant deferral / active EE | $13,667 | $5,954+129.5% | $5,202+162.7% | $5,982+128.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |