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 | $22,305 | $95,193-76.6% | $76,523-70.9% | $135,375-83.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -15.76% | 4.85%-20.6pp | -0.27%-15.5pp | 519.73%-535.5pp |
| Employer contribution / active EE | $3,009 | $3,302-8.9% | $2,647+13.7% | $4,779-37.0% |
| Participant deferral / active EE | $6,234 | $4,639+34.4% | $3,835+62.5% | $5,609+11.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |