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 10-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 | $43,947 | $118,849-63.0% | $96,562-54.5% | $167,490-73.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 4.35% | 50.49%-46.1pp | 37.78%-33.4pp | 478.56%-474.2pp |
| Employer contribution / active EE | $3,351 | $3,120+7.4% | $2,356+42.2% | $4,837-30.7% |
| Participant deferral / active EE | $7,491 | $4,616+62.3% | $3,849+94.6% | $6,341+18.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |