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 6-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 | $84,016 | $115,770-27.4% | $101,248-17.0% | $158,922-47.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -28.81% | 56.14%-85.0pp | 46.47%-75.3pp | 302.83%-331.6pp |
| Employer contribution / active EE | $13,859 | $4,175+232.0% | $3,660+278.7% | $4,761+191.1% |
| Participant deferral / active EE | $13,000 | $4,957+162.2% | $4,370+197.5% | $5,982+117.3% |
| Admin fee / account holder | $1 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |