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 | $23,435 | $92,222-74.6% | $76,768-69.5% | $135,375-82.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -14.42% | 5.46%-19.9pp | 2.43%-16.8pp | 519.73%-534.2pp |
| Employer contribution / active EE | $4,266 | $3,216+32.7% | $2,485+71.7% | $4,779-10.7% |
| Participant deferral / active EE | $4,266 | $4,509-5.4% | $3,852+10.8% | $5,609-23.9% |
| Admin fee / account holder | $55 | $10,748-99.5% | $6,675-99.2% | $10,827-99.5% |