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 8-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 | $30,135 | $138,065-78.2% | $123,544-75.6% | $135,375-77.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -39.00% | 153.68%-192.7pp | 119.20%-158.2pp | 519.73%-558.7pp |
| Employer contribution / active EE | $12,405 | $5,151+140.8% | $4,628+168.1% | $4,779+159.6% |
| Participant deferral / active EE | $12,919 | $6,799+90.0% | $6,426+101.1% | $5,609+130.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |