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 | $87,800 | $100,773-12.9% | $88,946-1.3% | $142,382-38.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -18.66% | 70.18%-88.8pp | 57.82%-76.5pp | 217.08%-235.7pp |
| Employer contribution / active EE | $353 | $2,918-87.9% | $2,555-86.2% | $4,299-91.8% |
| Participant deferral / active EE | $6,923 | $5,230+32.4% | $4,581+51.1% | $6,507+6.4% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |