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 | $73,968 | $99,918-26.0% | $81,382-9.1% | $145,922-49.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -0.73% | 34.32%-35.1pp | 24.73%-25.5pp | 561.29%-562.0pp |
| Employer contribution / active EE | $1,037 | $2,978-65.2% | $2,463-57.9% | $4,660-77.7% |
| Participant deferral / active EE | $1,154 | $4,605-74.9% | $3,883-70.3% | $6,688-82.7% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |