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 6-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 | $52,758 | $81,632-35.4% | $70,449-25.1% | $158,922-66.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -6.70% | 208.40%-215.1pp | 109.03%-115.7pp | 302.83%-309.5pp |
| Employer contribution / active EE | $4,800 | $3,217+49.2% | $2,737+75.4% | $4,761+0.8% |
| Participant deferral / active EE | $9,750 | $4,554+114.1% | $3,709+162.9% | $5,982+63.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |