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 | $44,103 | $167,307-73.6% | $143,757-69.3% | $134,475-67.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -68.17% | 0.46%-68.6pp | -0.04%-68.1pp | 417.96%-486.1pp |
| Employer contribution / active EE | $15,396 | $5,619+174.0% | $4,951+211.0% | $4,740+224.8% |
| Participant deferral / active EE | $8,667 | $6,446+34.5% | $5,637+53.7% | $6,400+35.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |