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 | $35,986 | $167,484-78.5% | $151,611-76.3% | $134,475-73.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -34.18% | 7.80%-42.0pp | 3.33%-37.5pp | 417.96%-452.1pp |
| Employer contribution / active EE | $5,879 | $6,829-13.9% | $6,166-4.7% | $4,740+24.0% |
| Participant deferral / active EE | $9,592 | $8,986+6.7% | $8,363+14.7% | $6,400+49.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |