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 9-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 | $16,333 | $107,791-84.8% | $90,645-82.0% | $135,375-87.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -14.78% | -0.90%-13.9pp | 1.88%-16.7pp | 519.73%-534.5pp |
| Employer contribution / active EE | $3,675 | $3,018+21.8% | $2,532+45.2% | $4,779-23.1% |
| Participant deferral / active EE | $6,648 | $3,872+71.7% | $3,425+94.1% | $5,609+18.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |