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 | $27,667 | $129,942-78.7% | $104,294-73.5% | $134,475-79.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.78% | 42.03%-62.8pp | 24.61%-45.4pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,504 | $4,184-64.1% | $3,372-55.4% | $4,740-68.3% |
| Participant deferral / active EE | $5,671 | $5,588+1.5% | $4,625+22.6% | $6,400-11.4% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |