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 | $71,813 | $167,484-57.1% | $151,611-52.6% | $134,475-46.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.61% | 7.80%-35.4pp | 3.33%-30.9pp | 417.96%-445.6pp |
| Employer contribution / active EE | $8,086 | $6,829+18.4% | $6,166+31.1% | $4,740+70.6% |
| Participant deferral / active EE | $15,236 | $8,986+69.6% | $8,363+82.2% | $6,400+138.1% |
| Admin fee / account holder | $35 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |