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 7-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 | $111,784 | $133,958-16.6% | $112,228-0.4% | $134,475-16.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.69% | 47.11%-73.8pp | 27.45%-54.1pp | 417.96%-444.7pp |
| Employer contribution / active EE | $2,830 | $4,038-29.9% | $3,635-22.1% | $4,740-40.3% |
| Participant deferral / active EE | $23,798 | $5,291+349.8% | $4,728+403.3% | $6,400+271.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |