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 | $15,950 | $95,193-83.2% | $76,523-79.2% | $135,375-88.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.28% | 4.85%-15.1pp | -0.27%-10.0pp | 519.73%-530.0pp |
| Employer contribution / active EE | $5,378 | $3,302+62.8% | $2,647+103.2% | $4,779+12.5% |
| Participant deferral / active EE | $3,411 | $4,639-26.5% | $3,835-11.1% | $5,609-39.2% |
| Admin fee / account holder | $107 | $6,249-98.3% | $4,848-97.8% | $10,827-99.0% |