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 8-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 | $23,367 | $211,958-89.0% | $169,463-86.2% | $135,375-82.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.83% | 3.26%-15.1pp | 1.83%-13.7pp | 519.73%-531.6pp |
| Employer contribution / active EE | $2,711 | $5,120-47.0% | $4,159-34.8% | $4,779-43.3% |
| Participant deferral / active EE | $9,592 | $6,075+57.9% | $5,277+81.8% | $5,609+71.0% |
| Admin fee / account holder | $69 | $11,471-99.4% | $9,109-99.2% | $10,827-99.4% |