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 | $133,739 | $93,024+43.8% | $77,024+73.6% | $134,475-0.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.86% | 62.60%-89.5pp | 42.32%-69.2pp | 417.96%-444.8pp |
| Employer contribution / active EE | $7,486 | $3,418+119.0% | $2,812+166.2% | $4,740+57.9% |
| Participant deferral / active EE | $12,536 | $5,238+139.3% | $4,426+183.2% | $6,400+95.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |