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 | $40,643 | $167,484-75.7% | $151,611-73.2% | $134,475-69.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -45.71% | 7.80%-53.5pp | 3.33%-49.0pp | 417.96%-463.7pp |
| Employer contribution / active EE | $7,083 | $6,829+3.7% | $6,166+14.9% | $4,740+49.4% |
| Participant deferral / active EE | $11,225 | $8,986+24.9% | $8,363+34.2% | $6,400+75.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |