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 | $27,989 | $107,791-74.0% | $90,645-69.1% | $135,375-79.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -15.76% | -0.90%-14.9pp | 1.88%-17.6pp | 519.73%-535.5pp |
| Employer contribution / active EE | $4,738 | $3,018+57.0% | $2,532+87.1% | $4,779-0.9% |
| Participant deferral / active EE | $16,876 | $3,872+335.8% | $3,425+392.8% | $5,609+200.9% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |