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 10-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 | $39,592 | $99,032-60.0% | $80,019-50.5% | $135,375-70.8% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | -14.87% | 15.39%-30.3pp | 11.22%-26.1pp | 519.73%-534.6pp |
| Employer contribution / active EE | $9,416 | $3,043+209.4% | $2,468+281.5% | $4,779+97.0% |
| Participant deferral / active EE | $9,674 | $4,282+125.9% | $3,686+162.5% | $5,609+72.5% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |