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 | $36,170 | $126,574-71.4% | $106,213-65.9% | $145,922-75.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 3.29% | 224.79%-221.5pp | 116.14%-112.8pp | 561.29%-558.0pp |
| Employer contribution / active EE | $13,201 | $3,730+253.9% | $3,171+316.2% | $4,660+183.3% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $201 | $17,304-98.8% | $11,033-98.2% | $13,397-98.5% |