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 | $19,096 | $97,044-80.3% | $83,333-77.1% | $135,375-85.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -17.47% | 12.31%-29.8pp | 10.63%-28.1pp | 519.73%-537.2pp |
| Employer contribution / active EE | $2,853 | $4,143-31.1% | $3,379-15.5% | $4,779-40.3% |
| Participant deferral / active EE | $9,985 | $5,964+67.4% | $5,565+79.4% | $5,609+78.0% |
| Admin fee / account holder | $188 | $8,380-97.8% | $7,510-97.5% | $10,827-98.3% |