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 | $42,303 | $209,411-79.8% | $178,490-76.3% | $158,922-73.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.55% | 188.75%-191.3pp | 151.07%-153.6pp | 302.83%-305.4pp |
| Employer contribution / active EE | $1,581 | $5,706-72.3% | $5,011-68.5% | $4,761-66.8% |
| Participant deferral / active EE | $4,167 | $5,954-30.0% | $5,202-19.9% | $5,982-30.3% |
| Admin fee / account holder | $245 | $17,074-98.6% | $13,984-98.2% | $11,246-97.8% |