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 3-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 | $39,161 | $111,814-65.0% | $103,374-62.1% | $145,959-73.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.48% | 24.77%-17.3pp | 24.89%-17.4pp | 561.95%-554.5pp |
| Employer contribution / active EE | $11,230 | $4,214+166.5% | $3,869+190.2% | $4,661+140.9% |
| Participant deferral / active EE | $4,892 | $5,618-12.9% | $5,058-3.3% | $6,689-26.9% |
| Admin fee / account holder | $245 | $9,754-97.5% | $8,394-97.1% | $13,398-98.2% |