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 | $20,671 | $99,032-79.1% | $80,019-74.2% | $135,375-84.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -23.68% | 15.39%-39.1pp | 11.22%-34.9pp | 519.73%-543.4pp |
| Employer contribution / active EE | $4,593 | $3,043+50.9% | $2,468+86.1% | $4,779-3.9% |
| Participant deferral / active EE | $9,776 | $4,282+128.3% | $3,686+165.2% | $5,609+74.3% |
| Admin fee / account holder | $71 | $10,436-99.3% | $6,521-98.9% | $10,827-99.3% |