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 4-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 | $62,704 | $148,534-57.8% | $135,903-53.9% | $139,434-55.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.13% | 79.19%-75.1pp | 68.23%-64.1pp | 372.94%-368.8pp |
| Employer contribution / active EE | $4,324 | $5,243-17.5% | $4,856-11.0% | $4,751-9.0% |
| Participant deferral / active EE | $3,992 | $8,100-50.7% | $7,758-48.5% | $6,710-40.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |