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 5-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 | $81,981 | $118,849-31.0% | $96,562-15.1% | $167,490-51.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -1.84% | 50.49%-52.3pp | 37.78%-39.6pp | 478.56%-480.4pp |
| Employer contribution / active EE | $6,640 | $3,120+112.9% | $2,356+181.8% | $4,837+37.3% |
| Participant deferral / active EE | $13,000 | $4,616+181.6% | $3,849+237.8% | $6,341+105.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |