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 3-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 | $24,191 | $165,984-85.4% | $164,813-85.3% | $145,922-83.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.73% | 100.03%-99.3pp | 69.93%-69.2pp | 561.29%-560.6pp |
| Employer contribution / active EE | $4,923 | $5,273-6.6% | $4,341+13.4% | $4,660+5.6% |
| Participant deferral / active EE | $15,333 | $6,959+120.3% | $6,031+154.2% | $6,688+129.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |