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 9-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 | $59,575 | $69,518-14.3% | $59,878-0.5% | $135,375-56.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.95% | 7.94%-19.9pp | 3.46%-15.4pp | 519.73%-531.7pp |
| Employer contribution / active EE | $20,045 | $3,235+519.7% | $2,722+636.5% | $4,779+319.5% |
| Participant deferral / active EE | $12,000 | $4,206+185.3% | $3,402+252.7% | $5,609+114.0% |
| Admin fee / account holder | $239 | $5,734-95.8% | $3,590-93.4% | $10,827-97.8% |