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 7-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 | $109,754 | $82,286+33.4% | $68,791+59.5% | $134,475-18.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.48% | -2.19%-20.3pp | -6.38%-16.1pp | 417.96%-440.4pp |
| Employer contribution / active EE | $6,500 | $3,301+96.9% | $2,655+144.8% | $4,740+37.1% |
| Participant deferral / active EE | $13,667 | $4,739+188.4% | $3,941+246.8% | $6,400+113.6% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |