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 | $117,232 | $81,208+44.4% | $98,907+18.5% | $79,858+46.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 0.70% | 60.99%-60.3pp | 196.43%-195.7pp | 31.71%-31.0pp |
| Employer contribution / active EE | $3,571 | $1,960+82.2% | $2,689+32.8% | $2,471+44.5% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $85 | $6,013-98.6% | $6,642-98.7% | $5,306-98.4% |