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 | $64,936 | $201,272-67.7% | $184,203-64.7% | $145,922-55.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -1.00% | 29.00%-30.0pp | 28.81%-29.8pp | 561.29%-562.3pp |
| Employer contribution / active EE | $3,435 | $7,022-51.1% | $6,427-46.6% | $4,660-26.3% |
| Participant deferral / active EE | $13,240 | $9,806+35.0% | $9,131+45.0% | $6,688+98.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |