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 | $31,794 | $95,971-66.9% | $74,550-57.4% | $135,375-76.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.69% | 56.96%-69.7pp | 32.53%-45.2pp | 519.73%-532.4pp |
| Employer contribution / active EE | $2,068 | $2,716-23.9% | $1,961+5.5% | $4,779-56.7% |
| Participant deferral / active EE | $14,410 | $3,843+274.9% | $3,108+363.6% | $5,609+156.9% |
| Admin fee / account holder | $125 | $6,522-98.1% | $5,060-97.5% | $10,827-98.8% |