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 | $13,750 | $52,279-73.7% | $89,391-84.6% | $79,858-82.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.84% | 22.16%-29.0pp | 245.62%-252.5pp | 31.71%-38.6pp |
| Employer contribution / active EE | $3,483 | $1,572+121.6% | $2,586+34.7% | $2,471+41.0% |
| Participant deferral / active EE | $3,898 | $2,740+42.3% | $3,890+0.2% | $3,740+4.2% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |