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 | $50,175 | $152,587-67.1% | $125,175-59.9% | $152,861-67.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.76% | 54.84%-46.1pp | 43.79%-35.0pp | 345.32%-336.6pp |
| Employer contribution / active EE | $2,351 | $4,946-52.5% | $3,865-39.2% | $4,762-50.6% |
| Participant deferral / active EE | $8,857 | $5,868+50.9% | $4,937+79.4% | $5,850+51.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |