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 | $26,311 | $85,790-69.3% | $67,313-60.9% | $135,375-80.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -9.65% | -0.54%-9.1pp | -4.08%-5.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,080 | $3,487-11.7% | $2,566+20.1% | $4,779-35.5% |
| Participant deferral / active EE | $11,151 | $4,651+139.8% | $3,568+212.5% | $5,609+98.8% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |