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 6-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 | $32,420 | $124,185-73.9% | $108,410-70.1% | $167,490-80.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.01% | 1379.64%-1376.6pp | 905.27%-902.3pp | 478.56%-475.5pp |
| Employer contribution / active EE | $14,466 | $4,187+245.5% | $3,558+306.5% | $4,837+199.0% |
| Participant deferral / active EE | $5,200 | $6,908-24.7% | $6,563-20.8% | $6,341-18.0% |
| Admin fee / account holder | $107 | $9,455-98.9% | $7,295-98.5% | $12,309-99.1% |