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 | $49,793 | $157,256-68.3% | $141,162-64.7% | $152,861-67.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.42% | 64.32%-53.9pp | 71.39%-61.0pp | 345.32%-334.9pp |
| Employer contribution / active EE | $5,323 | $5,261+1.2% | $4,735+12.4% | $4,762+11.8% |
| Participant deferral / active EE | $14,788 | $7,109+108.0% | $6,709+120.4% | $5,850+152.8% |
| Admin fee / account holder | $257 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |