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 4-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 | $61,569 | $167,484-63.2% | $151,611-59.4% | $134,475-54.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.73% | 7.80%-35.5pp | 3.33%-31.1pp | 417.96%-445.7pp |
| Employer contribution / active EE | $12,181 | $6,829+78.4% | $6,166+97.5% | $4,740+157.0% |
| Participant deferral / active EE | $20,733 | $8,986+130.7% | $8,363+147.9% | $6,400+224.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |