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 5-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 | $143,224 | $114,381+25.2% | $107,525+33.2% | $142,382+0.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 0.13% | 242.71%-242.6pp | 181.32%-181.2pp | 217.08%-216.9pp |
| Employer contribution / active EE | $20,803 | $4,015+418.2% | $3,754+454.2% | $4,299+383.9% |
| Participant deferral / active EE | $5,493 | $5,564-1.3% | $5,116+7.4% | $6,507-15.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |