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 7-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 | $29,706 | $227,553-86.9% | $189,557-84.3% | $167,490-82.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.01% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.5pp |
| Employer contribution / active EE | $1,801 | $5,316-66.1% | $4,412-59.2% | $4,837-62.8% |
| Participant deferral / active EE | $5,200 | $7,002-25.7% | $6,174-15.8% | $6,341-18.0% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |