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 | $43,243 | $73,867-41.5% | $143,757-69.9% | $68,494-36.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -22.43% | 1.01%-23.4pp | -0.04%-22.4pp | -7.84%-14.6pp |
| Employer contribution / active EE | $6,069 | $3,184+90.6% | $4,951+22.6% | $2,596+133.8% |
| Participant deferral / active EE | $3,136 | $3,384-7.3% | $5,637-44.4% | $4,027-22.1% |
| Admin fee / account holder | $3 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |