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 | $55,690 | $211,958-73.7% | $169,463-67.1% | $135,375-58.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.31% | 3.26%-14.6pp | 1.83%-13.1pp | 519.73%-531.0pp |
| Employer contribution / active EE | $15,558 | $5,120+203.9% | $4,159+274.1% | $4,779+225.6% |
| Participant deferral / active EE | $8,118 | $6,075+33.6% | $5,277+53.9% | $5,609+44.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |