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 7-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 | $29,829 | $100,754-70.4% | $86,677-65.6% | $134,475-77.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.10% | 29.04%-54.1pp | 35.91%-61.0pp | 417.96%-443.1pp |
| Employer contribution / active EE | $2,418 | $3,489-30.7% | $2,836-14.8% | $4,740-49.0% |
| Participant deferral / active EE | $4,785 | $5,338-10.3% | $4,656+2.8% | $6,400-25.2% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |