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 8-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 | $49,771 | $157,256-68.4% | $141,162-64.7% | $152,861-67.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.70% | 64.32%-63.6pp | 71.39%-70.7pp | 345.32%-344.6pp |
| Employer contribution / active EE | $1,428 | $5,261-72.9% | $4,735-69.8% | $4,762-70.0% |
| Participant deferral / active EE | $14,886 | $7,109+109.4% | $6,709+121.9% | $5,850+154.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |