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 | $26,832 | $104,907-74.4% | $84,611-68.3% | $152,861-82.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | -3.37% | 373.79%-377.2pp | 258.74%-262.1pp | 345.32%-348.7pp |
| Employer contribution / active EE | $2,834 | $3,302-14.2% | $2,652+6.8% | $4,762-40.5% |
| Participant deferral / active EE | $9,181 | $4,688+95.9% | $3,899+135.5% | $5,850+56.9% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |