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 | $65,304 | $167,484-61.0% | $151,611-56.9% | $134,475-51.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.44% | 7.80%-37.2pp | 3.33%-32.8pp | 417.96%-447.4pp |
| Employer contribution / active EE | $3,680 | $6,829-46.1% | $6,166-40.3% | $4,740-22.4% |
| Participant deferral / active EE | $12,896 | $8,986+43.5% | $8,363+54.2% | $6,400+101.5% |
| Admin fee / account holder | $285 | $13,783-97.9% | $11,616-97.6% | $11,426-97.5% |