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 | $29,878 | $100,754-70.3% | $86,677-65.5% | $134,475-77.8% |
| Participation rate | 95.0% | 78.9%+16.1pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -25.78% | 29.04%-54.8pp | 35.91%-61.7pp | 417.96%-443.7pp |
| Employer contribution / active EE | $6,456 | $3,489+85.0% | $2,836+127.6% | $4,740+36.2% |
| Participant deferral / active EE | $18,413 | $5,338+245.0% | $4,656+295.5% | $6,400+187.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |