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 | $31,828 | $217,402-85.4% | $185,823-82.9% | $167,490-81.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.21% | 148.36%-140.2pp | 122.05%-113.8pp | 478.56%-470.4pp |
| Employer contribution / active EE | $13,566 | $5,873+131.0% | $5,167+162.5% | $4,837+180.4% |
| Participant deferral / active EE | $6,226 | $6,356-2.0% | $5,568+11.8% | $6,341-1.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |