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 | $46,327 | $167,484-72.3% | $151,611-69.4% | $134,475-65.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -29.99% | 7.80%-37.8pp | 3.33%-33.3pp | 417.96%-448.0pp |
| Employer contribution / active EE | $16,793 | $6,829+145.9% | $6,166+172.4% | $4,740+254.3% |
| Participant deferral / active EE | $16,430 | $8,986+82.8% | $8,363+96.4% | $6,400+156.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |