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 7-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 | $55,338 | $197,825-72.0% | $155,790-64.5% | $125,391-55.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -7.34% | 86.74%-94.1pp | 71.54%-78.9pp | 282.22%-289.6pp |
| Employer contribution / active EE | $17,965 | $4,847+270.6% | $3,836+368.3% | $4,866+269.2% |
| Participant deferral / active EE | $15,047 | $5,630+167.3% | $4,797+213.7% | $5,352+181.2% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |