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 | $34,477 | $217,402-84.1% | $185,823-81.4% | $167,490-79.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -0.48% | 148.36%-148.8pp | 122.05%-122.5pp | 478.56%-479.0pp |
| Employer contribution / active EE | $13,568 | $5,873+131.0% | $5,167+162.6% | $4,837+180.5% |
| Participant deferral / active EE | $10,241 | $6,356+61.1% | $5,568+83.9% | $6,341+61.5% |
| Admin fee / account holder | $3 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |