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 | $82,495 | $167,484-50.7% | $151,611-45.6% | $134,475-38.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.91% | 7.80%-31.7pp | 3.33%-27.2pp | 417.96%-441.9pp |
| Employer contribution / active EE | $8,590 | $6,829+25.8% | $6,166+39.3% | $4,740+81.2% |
| Participant deferral / active EE | $15,930 | $8,986+77.3% | $8,363+90.5% | $6,400+148.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |