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 7-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 | $77,047 | $165,335-53.4% | $149,696-48.5% | $158,922-51.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.62% | 348.15%-347.5pp | 276.60%-276.0pp | 302.83%-302.2pp |
| Employer contribution / active EE | $2,771 | $5,103-45.7% | $4,644-40.3% | $4,761-41.8% |
| Participant deferral / active EE | $5,000 | $7,181-30.4% | $6,842-26.9% | $5,982-16.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |