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 | $61,199 | $93,024-34.2% | $77,024-20.5% | $134,475-54.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.71% | 62.60%-89.3pp | 42.32%-69.0pp | 417.96%-444.7pp |
| Employer contribution / active EE | $1,299 | $3,418-62.0% | $2,812-53.8% | $4,740-72.6% |
| Participant deferral / active EE | $5,338 | $5,238+1.9% | $4,426+20.6% | $6,400-16.6% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |