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 5-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 | $57,003 | $176,056-67.6% | $159,436-64.2% | $167,490-66.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.76% | 331.75%-331.0pp | 263.57%-262.8pp | 478.56%-477.8pp |
| Employer contribution / active EE | $6,550 | $5,297+23.7% | $4,829+35.6% | $4,837+35.4% |
| Participant deferral / active EE | $19,033 | $7,750+145.6% | $7,352+158.9% | $6,341+200.2% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |