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 | $31,147 | $92,222-66.2% | $76,768-59.4% | $135,375-77.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.52% | 5.46%-17.0pp | 2.43%-14.0pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,368 | $3,216-26.4% | $2,485-4.7% | $4,779-50.4% |
| Participant deferral / active EE | $11,819 | $4,509+162.1% | $3,852+206.9% | $5,609+110.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |