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 5-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 | $76,457 | $100,773-24.1% | $88,946-14.0% | $142,382-46.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.62% | 70.18%-59.6pp | 57.82%-47.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $5,181 | $2,918+77.6% | $2,555+102.8% | $4,299+20.5% |
| Participant deferral / active EE | $10,540 | $5,230+101.5% | $4,581+130.1% | $6,507+62.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |