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 | $47,783 | $201,272-76.3% | $184,203-74.1% | $145,922-67.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -1.69% | 29.00%-30.7pp | 28.81%-30.5pp | 561.29%-563.0pp |
| Employer contribution / active EE | $2,774 | $7,022-60.5% | $6,427-56.8% | $4,660-40.5% |
| Participant deferral / active EE | $12,200 | $9,806+24.4% | $9,131+33.6% | $6,688+82.4% |
| Admin fee / account holder | $23 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |