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 | $58,849 | $99,341-40.8% | $84,750-30.6% | $273,961-78.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -7.83% | 22.93%-30.8pp | 22.78%-30.6pp | 41.45%-49.3pp |
| Employer contribution / active EE | $4,575 | $4,214+8.6% | $3,574+28.0% | $4,869-6.0% |
| Participant deferral / active EE | $18,000 | $4,269+321.6% | $3,712+385.0% | $5,287+240.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |