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 9-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 | $31,468 | $209,411-85.0% | $178,490-82.4% | $158,922-80.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.35% | 188.75%-190.1pp | 151.07%-152.4pp | 302.83%-304.2pp |
| Employer contribution / active EE | $2,066 | $5,706-63.8% | $5,011-58.8% | $4,761-56.6% |
| Participant deferral / active EE | $4,875 | $5,954-18.1% | $5,202-6.3% | $5,982-18.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |