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 | $78,357 | $158,817-50.7% | $121,196-35.3% | $135,375-42.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -20.46% | -0.64%-19.8pp | 16.93%-37.4pp | 519.73%-540.2pp |
| Employer contribution / active EE | $9,029 | $5,665+59.4% | $4,022+124.5% | $4,779+88.9% |
| Participant deferral / active EE | $12,223 | $4,005+205.2% | $3,344+265.5% | $5,609+117.9% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |