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 7-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 | $89,639 | $96,484-7.1% | $75,886+18.1% | $152,861-41.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | -6.92% | 33.98%-40.9pp | 30.76%-37.7pp | 345.32%-352.2pp |
| Employer contribution / active EE | $6,270 | $3,309+89.5% | $2,500+150.8% | $4,762+31.7% |
| Participant deferral / active EE | $5,214 | $4,553+14.5% | $3,603+44.7% | $5,850-10.9% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |