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 4-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 | $26,624 | $102,604-74.1% | $86,188-69.1% | $139,434-80.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 3.33% | 1922.51%-1919.2pp | 1168.45%-1165.1pp | 372.94%-369.6pp |
| Employer contribution / active EE | $9,172 | $3,032+202.5% | $2,380+285.3% | $4,751+93.1% |
| Participant deferral / active EE | $2,838 | $4,676-39.3% | $3,985-28.8% | $6,710-57.7% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |