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 | $32,749 | $211,958-84.5% | $169,463-80.7% | $135,375-75.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.79% | 3.26%-15.1pp | 1.83%-13.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,052 | $5,120-59.9% | $4,159-50.7% | $4,779-57.1% |
| Participant deferral / active EE | $24,093 | $6,075+296.6% | $5,277+356.6% | $5,609+329.6% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |