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 | $47,176 | $127,100-62.9% | $105,738-55.4% | $135,375-65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -15.89% | 4.49%-20.4pp | 6.27%-22.2pp | 519.73%-535.6pp |
| Employer contribution / active EE | $10,994 | $4,107+167.7% | $3,268+236.4% | $4,779+130.1% |
| Participant deferral / active EE | $18,642 | $5,064+268.1% | $4,080+356.9% | $5,609+232.4% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |