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 | $163,887 | $70,428+132.7% | $96,562+69.7% | $85,850+90.9% |
| Participation rate | 93.8% | 61.8%+31.9pp | 69.8%+23.9pp | 69.3%+24.4pp |
| Annual return | 1.25% | 18.59%-17.3pp | 37.78%-36.5pp | 318.53%-317.3pp |
| Employer contribution / active EE | $1,395 | $1,413-1.3% | $2,356-40.8% | $2,565-45.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $288 | $4,997-94.2% | $6,181-95.3% | $6,260-95.4% |