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 | $12,266 | $67,331-81.8% | $60,874-79.9% | $134,475-90.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -32.74% | 49.93%-82.7pp | 16.90%-49.6pp | 417.96%-450.7pp |
| Employer contribution / active EE | $3,538 | $3,096+14.3% | $2,701+31.0% | $4,740-25.4% |
| Participant deferral / active EE | $11,233 | $4,538+147.5% | $3,817+194.3% | $6,400+75.5% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |