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 4-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 | $83,559 | $114,381-26.9% | $107,525-22.3% | $142,382-41.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -2.06% | 242.71%-244.8pp | 181.32%-183.4pp | 217.08%-219.1pp |
| Employer contribution / active EE | $15,134 | $4,015+277.0% | $3,754+303.2% | $4,299+252.0% |
| Participant deferral / active EE | $8,440 | $5,564+51.7% | $5,116+65.0% | $6,507+29.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |