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 | $22,271 | $77,813-71.4% | $123,544-82.0% | $64,186-65.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.68% | 12.48%-22.2pp | 119.20%-128.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $6,036 | $3,014+100.3% | $4,628+30.4% | $2,381+153.5% |
| Participant deferral / active EE | $5,641 | $5,240+7.7% | $6,426-12.2% | $3,470+62.6% |
| Admin fee / account holder | $227 | $5,519-95.9% | $9,284-97.6% | $4,888-95.4% |