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 6-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 | $19,857 | $78,694-74.8% | $67,652-70.6% | $125,391-84.2% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | -4.48% | 9.46%-13.9pp | 6625.04%-6629.5pp | 282.22%-286.7pp |
| Employer contribution / active EE | $1,842 | $3,044-39.5% | $2,266-18.7% | $4,866-62.2% |
| Participant deferral / active EE | $6,411 | $4,292+49.4% | $3,560+80.1% | $5,352+19.8% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |