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 | $64,184 | $152,509-57.9% | $117,472-45.4% | $134,475-52.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.29% | 52.99%-74.3pp | 29.74%-51.0pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,070 | $5,571-44.9% | $4,176-26.5% | $4,740-35.2% |
| Participant deferral / active EE | $10,451 | $4,818+116.9% | $4,070+156.8% | $6,400+63.3% |
| Admin fee / account holder | -$107 | $7,004-101.5% | $5,645-101.9% | $11,426-100.9% |