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 8-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 | $38,655 | $154,117-74.9% | $129,995-70.3% | $139,434-72.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1.99% | 32.48%-30.5pp | -137.18%+139.2pp | 372.94%-370.9pp |
| Employer contribution / active EE | $6,315 | $5,289+19.4% | $4,320+46.2% | $4,751+32.9% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $298 | $14,007-97.9% | $10,614-97.2% | $11,403-97.4% |