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 3-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 | $18,547 | $111,754-83.4% | $103,333-82.1% | $145,922-87.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.04% | 24.77%-21.7pp | 24.88%-21.8pp | 561.29%-558.2pp |
| Employer contribution / active EE | $5,940 | $4,212+41.0% | $3,868+53.6% | $4,660+27.5% |
| Participant deferral / active EE | $5,493 | $5,619-2.2% | $5,057+8.6% | $6,688-17.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |