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 | $39,718 | $185,822-78.6% | $169,993-76.6% | $139,434-71.5% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | -0.80% | 60.50%-61.3pp | 53.37%-54.2pp | 372.94%-373.7pp |
| Employer contribution / active EE | $4,000 | $7,590-47.3% | $6,785-41.0% | $4,751-15.8% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $33 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |