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 9-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 | $41,627 | $150,440-72.3% | $136,294-69.5% | $147,584-71.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.96% | 1049.08%-1044.1pp | 5155.94%-5151.0pp | 578.55%-573.6pp |
| Employer contribution / active EE | $4,676 | $5,256-11.0% | $4,695-0.4% | $4,876-4.1% |
| Participant deferral / active EE | $9,000 | $6,630+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $267 | $10,905-97.6% | $9,243-97.1% | $10,885-97.5% |