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 | $67,308 | $183,519-63.3% | $155,509-56.7% | $145,922-53.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.30% | 61.17%-61.5pp | 64.67%-65.0pp | 561.29%-561.6pp |
| Employer contribution / active EE | $12,812 | $5,313+141.2% | $4,672+174.2% | $4,660+175.0% |
| Participant deferral / active EE | $7,625 | $6,462+18.0% | $5,626+35.5% | $6,688+14.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |