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 | $40,666 | $211,958-80.8% | $169,463-76.0% | $135,375-70.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -37.74% | 3.26%-41.0pp | 1.83%-39.6pp | 519.73%-557.5pp |
| Employer contribution / active EE | $6,568 | $5,120+28.3% | $4,159+57.9% | $4,779+37.4% |
| Participant deferral / active EE | $14,010 | $6,075+130.6% | $5,277+165.5% | $5,609+149.8% |
| Admin fee / account holder | $37 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |