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 6-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 | $23,388 | $127,777-81.7% | $106,548-78.0% | $167,490-86.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -9.78% | 33.87%-43.6pp | 26.80%-36.6pp | 478.56%-488.3pp |
| Employer contribution / active EE | $2,747 | $3,427-19.8% | $2,819-2.5% | $4,837-43.2% |
| Participant deferral / active EE | $11,490 | $5,087+125.9% | $4,398+161.3% | $6,341+81.2% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |