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 5-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 | $40,870 | $148,534-72.5% | $135,903-69.9% | $139,434-70.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.00% | 79.19%-77.2pp | 68.23%-66.2pp | 372.94%-370.9pp |
| Employer contribution / active EE | $1,185 | $5,243-77.4% | $4,856-75.6% | $4,751-75.1% |
| Participant deferral / active EE | $11,250 | $8,100+38.9% | $7,758+45.0% | $6,710+67.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |