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 4-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 | $53,356 | $183,519-70.9% | $155,509-65.7% | $145,922-63.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.34% | 61.17%-58.8pp | 64.67%-62.3pp | 561.29%-558.9pp |
| Employer contribution / active EE | $2,568 | $5,313-51.7% | $4,672-45.0% | $4,660-44.9% |
| Participant deferral / active EE | $15,140 | $6,462+134.3% | $5,626+169.1% | $6,688+126.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |