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 | $26,598 | $176,056-84.9% | $159,436-83.3% | $167,490-84.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.07% | 331.75%-331.8pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $13,504 | $5,297+154.9% | $4,829+179.6% | $4,837+179.1% |
| Participant deferral / active EE | $7,429 | $7,750-4.1% | $7,352+1.0% | $6,341+17.1% |
| Admin fee / account holder | $8 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |