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 9-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 | $28,237 | $226,064-87.5% | $182,532-84.5% | $152,861-81.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 2.24% | 192.51%-190.3pp | 148.54%-146.3pp | 345.32%-343.1pp |
| Employer contribution / active EE | $1,601 | $4,978-67.8% | $4,076-60.7% | $4,762-66.4% |
| Participant deferral / active EE | $6,333 | $6,368-0.5% | $5,524+14.6% | $5,850+8.3% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |