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 6-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 | $53,918 | $177,572-69.6% | $154,803-65.2% | $142,382-62.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -9.35% | 65.07%-74.4pp | 58.88%-68.2pp | 217.08%-226.4pp |
| Employer contribution / active EE | $7,690 | $4,810+59.9% | $4,305+78.6% | $4,299+78.9% |
| Participant deferral / active EE | $3,297 | $6,272-47.4% | $5,540-40.5% | $6,507-49.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |