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 | $28,766 | $138,065-79.2% | $123,544-76.7% | $135,375-78.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.39% | 153.68%-171.1pp | 119.20%-136.6pp | 519.73%-537.1pp |
| Employer contribution / active EE | $6,341 | $5,151+23.1% | $4,628+37.0% | $4,779+32.7% |
| Participant deferral / active EE | $10,696 | $6,799+57.3% | $6,426+66.5% | $5,609+90.7% |
| Admin fee / account holder | $1 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |