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 5-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 | $48,629 | $176,812-72.5% | $146,665-66.8% | $167,490-71.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -31.17% | 24.03%-55.2pp | 22.74%-53.9pp | 478.56%-509.7pp |
| Employer contribution / active EE | $2,540 | $5,160-50.8% | $4,136-38.6% | $4,837-47.5% |
| Participant deferral / active EE | $23,833 | $6,440+270.1% | $5,506+332.9% | $6,341+275.8% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |