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 7-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 | $69,010 | $156,846-56.0% | $121,098-43.0% | $139,434-50.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 3.03% | 1474.56%-1471.5pp | 985.75%-982.7pp | 372.94%-369.9pp |
| Employer contribution / active EE | $1,250 | $5,536-77.4% | $4,164-70.0% | $4,751-73.7% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3 | $6,946-100.0% | $5,644-99.9% | $11,403-100.0% |