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 | $32,925 | $124,185-73.5% | $108,410-69.6% | $167,490-80.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.28% | 1379.64%-1373.4pp | 905.27%-899.0pp | 478.56%-472.3pp |
| Employer contribution / active EE | $37,595 | $4,187+798.0% | $3,558+956.5% | $4,837+677.2% |
| Participant deferral / active EE | $20,475 | $6,908+196.4% | $6,563+212.0% | $6,341+222.9% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |