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 5-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 | $30,237 | $167,484-81.9% | $151,611-80.1% | $134,475-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -40.13% | 7.80%-47.9pp | 3.33%-43.5pp | 417.96%-458.1pp |
| Employer contribution / active EE | $2,659 | $6,829-61.1% | $6,166-56.9% | $4,740-43.9% |
| Participant deferral / active EE | $9,905 | $8,986+10.2% | $8,363+18.4% | $6,400+54.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |