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 | $25,929 | $167,484-84.5% | $151,611-82.9% | $134,475-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.21% | 7.80%-37.0pp | 3.33%-32.5pp | 417.96%-447.2pp |
| Employer contribution / active EE | $2,264 | $6,829-66.8% | $6,166-63.3% | $4,740-52.2% |
| Participant deferral / active EE | $12,076 | $8,986+34.4% | $8,363+44.4% | $6,400+88.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |