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 | $57,834 | $93,346-38.0% | $71,796-19.4% | $273,961-78.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -0.96% | 130.39%-131.4pp | 78.04%-79.0pp | 41.45%-42.4pp |
| Employer contribution / active EE | $6,451 | $2,733+136.0% | $1,924+235.2% | $4,869+32.5% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $56 | $6,571-99.1% | $4,815-98.8% | $10,132-99.4% |