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 9-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 | $38,268 | $69,518-45.0% | $59,878-36.1% | $135,375-71.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -18.48% | 7.94%-26.4pp | 3.46%-21.9pp | 519.73%-538.2pp |
| Employer contribution / active EE | $3,348 | $3,235+3.5% | $2,722+23.0% | $4,779-29.9% |
| Participant deferral / active EE | $24,500 | $4,206+482.5% | $3,402+620.2% | $5,609+336.8% |
| Admin fee / account holder | $297 | $5,734-94.8% | $3,590-91.7% | $10,827-97.3% |