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 | $39,961 | $158,817-74.8% | $121,196-67.0% | $135,375-70.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -11.05% | -0.64%-10.4pp | 16.93%-28.0pp | 519.73%-530.8pp |
| Employer contribution / active EE | $4,518 | $5,665-20.3% | $4,022+12.3% | $4,779-5.5% |
| Participant deferral / active EE | $12,177 | $4,005+204.1% | $3,344+264.1% | $5,609+117.1% |
| Admin fee / account holder | $47 | $6,512-99.3% | $5,019-99.1% | $10,827-99.6% |