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 | $47,968 | $100,754-52.4% | $86,677-44.7% | $134,475-64.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -27.26% | 29.04%-56.3pp | 35.91%-63.2pp | 417.96%-445.2pp |
| Employer contribution / active EE | $19,863 | $3,489+469.3% | $2,836+600.3% | $4,740+319.1% |
| Participant deferral / active EE | $16,720 | $5,338+213.2% | $4,656+259.1% | $6,400+161.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |