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 | $35,315 | $148,534-76.2% | $135,903-74.0% | $139,434-74.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -0.38% | 79.19%-79.6pp | 68.23%-68.6pp | 372.94%-373.3pp |
| Employer contribution / active EE | $2,417 | $5,243-53.9% | $4,856-50.2% | $4,751-49.1% |
| Participant deferral / active EE | $15,917 | $8,100+96.5% | $7,758+105.2% | $6,710+137.2% |
| Admin fee / account holder | $138 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |