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 6-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 | $32,639 | $217,402-85.0% | $185,823-82.4% | $167,490-80.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -1.51% | 148.36%-149.9pp | 122.05%-123.6pp | 478.56%-480.1pp |
| Employer contribution / active EE | $8,480 | $5,873+44.4% | $5,167+64.1% | $4,837+75.3% |
| Participant deferral / active EE | $3,900 | $6,356-38.6% | $5,568-30.0% | $6,341-38.5% |
| Admin fee / account holder | $40 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |