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 | $65,251 | $107,334-39.2% | $92,893-29.8% | $152,861-57.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -2.19% | 145.58%-147.8pp | 109.41%-111.6pp | 345.32%-347.5pp |
| Employer contribution / active EE | $7,227 | $4,221+71.2% | $3,653+97.9% | $4,762+51.8% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | -$495 | $7,079-107.0% | $5,794-108.5% | $11,596-104.3% |