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 6-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 | $17,738 | $127,264-86.1% | $109,895-83.9% | $167,490-89.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -1.29% | 22.97%-24.3pp | 29.45%-30.7pp | 478.56%-479.8pp |
| Employer contribution / active EE | $3,375 | $3,322+1.6% | $2,842+18.7% | $4,837-30.2% |
| Participant deferral / active EE | $7,800 | $4,514+72.8% | $4,048+92.7% | $6,341+23.0% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |