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 | $41,534 | $884,045-95.3% | $453,369-90.8% | $167,490-75.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 1.54% | 29.49%-27.9pp | 64.40%-62.9pp | 478.56%-477.0pp |
| Employer contribution / active EE | $971 | $5,538-82.5% | $4,070-76.1% | $4,837-79.9% |
| Participant deferral / active EE | $6,000 | $7,898-24.0% | $6,209-3.4% | $6,341-5.4% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |