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 | $59,366 | $167,484-64.6% | $151,611-60.8% | $134,475-55.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.20% | 7.80%-32.0pp | 3.33%-27.5pp | 417.96%-442.2pp |
| Employer contribution / active EE | $18,266 | $6,829+167.5% | $6,166+196.2% | $4,740+285.4% |
| Participant deferral / active EE | $12,229 | $8,986+36.1% | $8,363+46.2% | $6,400+91.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |