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 8-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 | $133,950 | $95,862+39.7% | $79,550+68.4% | $134,475-0.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -26.62% | -2.69%-23.9pp | 0.16%-26.8pp | 417.96%-444.6pp |
| Employer contribution / active EE | $3,791 | $3,128+21.2% | $2,413+57.1% | $4,740-20.0% |
| Participant deferral / active EE | $8,144 | $4,693+73.5% | $3,985+104.4% | $6,400+27.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |