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 | $40,760 | $82,286-50.5% | $68,791-40.7% | $134,475-69.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.29% | -2.19%-21.1pp | -6.38%-16.9pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,949 | $3,301-40.9% | $2,655-26.6% | $4,740-58.9% |
| Participant deferral / active EE | $7,213 | $4,739+52.2% | $3,941+83.0% | $6,400+12.7% |
| Admin fee / account holder | $117 | $6,481-98.2% | $4,932-97.6% | $11,426-99.0% |