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 | $19,345 | $92,222-79.0% | $76,768-74.8% | $135,375-85.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -13.82% | 5.46%-19.3pp | 2.43%-16.2pp | 519.73%-533.5pp |
| Employer contribution / active EE | $3,211 | $3,216-0.2% | $2,485+29.2% | $4,779-32.8% |
| Participant deferral / active EE | $8,199 | $4,509+81.9% | $3,852+112.9% | $5,609+46.2% |
| Admin fee / account holder | $133 | $10,748-98.8% | $6,675-98.0% | $10,827-98.8% |