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 | $84,077 | $95,971-12.4% | $74,550+12.8% | $135,375-37.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.43% | 56.96%-68.4pp | 32.53%-44.0pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,440 | $2,716-10.2% | $1,961+24.4% | $4,779-48.9% |
| Participant deferral / active EE | $15,064 | $3,843+291.9% | $3,108+384.7% | $5,609+168.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |