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 | $106,965 | $142,344-24.9% | $119,609-10.6% | $134,475-20.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.74% | -12.44%-11.3pp | -14.97%-8.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $14,250 | $5,222+172.9% | $4,232+236.7% | $4,740+200.7% |
| Participant deferral / active EE | $18,500 | $6,469+186.0% | $5,602+230.2% | $6,400+189.1% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |