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 | $74,085 | $167,484-55.8% | $151,611-51.1% | $134,475-44.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -45.43% | 7.80%-53.2pp | 3.33%-48.8pp | 417.96%-463.4pp |
| Employer contribution / active EE | $18,303 | $6,829+168.0% | $6,166+196.8% | $4,740+286.2% |
| Participant deferral / active EE | $7,852 | $8,986-12.6% | $8,363-6.1% | $6,400+22.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |