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 6-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 | $52,214 | $157,256-66.8% | $141,162-63.0% | $152,861-65.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.60% | 64.32%-63.7pp | 71.39%-70.8pp | 345.32%-344.7pp |
| Employer contribution / active EE | $4,617 | $5,261-12.2% | $4,735-2.5% | $4,762-3.1% |
| Participant deferral / active EE | $12,682 | $7,109+78.4% | $6,709+89.0% | $5,850+116.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |