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 | $75,754 | $135,952-44.3% | $123,892-38.9% | $273,961-72.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.12% | 56.63%-56.7pp | 47.52%-47.6pp | 41.45%-41.6pp |
| Employer contribution / active EE | $15,900 | $5,170+207.6% | $4,617+244.4% | $4,869+226.6% |
| Participant deferral / active EE | $22,000 | $6,343+246.9% | $5,984+267.6% | $5,287+316.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |