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 8-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 | $61,201 | $210,648-70.9% | $177,989-65.6% | $145,922-58.1% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | -0.17% | 385.86%-386.0pp | 294.48%-294.7pp | 561.29%-561.5pp |
| Employer contribution / active EE | $6,121 | $4,565+34.1% | $3,949+55.0% | $4,660+31.4% |
| Participant deferral / active EE | $6,966 | $6,958+0.1% | $6,276+11.0% | $6,688+4.2% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |