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 8-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 | $26,823 | $106,890-74.9% | $84,015-68.1% | $152,861-82.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | -6.15% | 104.99%-111.1pp | 71.31%-77.5pp | 345.32%-351.5pp |
| Employer contribution / active EE | $6,385 | $2,734+133.5% | $1,983+221.9% | $4,762+34.1% |
| Participant deferral / active EE | $2,714 | $4,011-32.3% | $3,239-16.2% | $5,850-53.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |