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 | $20,339 | $95,193-78.6% | $76,523-73.4% | $135,375-85.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.95% | 4.85%-15.8pp | -0.27%-10.7pp | 519.73%-530.7pp |
| Employer contribution / active EE | $3,105 | $3,302-6.0% | $2,647+17.3% | $4,779-35.0% |
| Participant deferral / active EE | $6,743 | $4,639+45.3% | $3,835+75.8% | $5,609+20.2% |
| Admin fee / account holder | $169 | $6,249-97.3% | $4,848-96.5% | $10,827-98.4% |