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 | $20,233 | $153,311-86.8% | $109,313-81.5% | $273,961-92.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -2.95% | 29.86%-32.8pp | 22.07%-25.0pp | 41.45%-44.4pp |
| Employer contribution / active EE | $1,328 | $5,619-76.4% | $3,892-65.9% | $4,869-72.7% |
| Participant deferral / active EE | $1,892 | $3,932-51.9% | $3,166-40.2% | $5,287-64.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |