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 | $34,073 | $190,805-82.1% | $159,960-78.7% | $134,475-74.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.88% | 552.23%-573.1pp | 408.60%-429.5pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,111 | $4,995-77.8% | $4,226-73.7% | $4,740-76.6% |
| Participant deferral / active EE | $4,934 | $6,923-28.7% | $6,182-20.2% | $6,400-22.9% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |