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 6-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 | $70,955 | $155,788-54.5% | $124,672-43.1% | $167,490-57.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 5.90% | 17.97%-12.1pp | 5142.93%-5137.0pp | 478.56%-472.7pp |
| Employer contribution / active EE | $11,619 | $4,163+179.1% | $3,324+249.6% | $4,837+140.2% |
| Participant deferral / active EE | $14,891 | $5,673+162.5% | $4,614+222.7% | $6,341+134.8% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |