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 8-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 | $46,293 | $95,193-51.4% | $76,523-39.5% | $135,375-65.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -14.73% | 4.85%-19.6pp | -0.27%-14.5pp | 519.73%-534.5pp |
| Employer contribution / active EE | $12,005 | $3,302+263.5% | $2,647+353.5% | $4,779+151.2% |
| Participant deferral / active EE | $16,074 | $4,639+246.5% | $3,835+319.1% | $5,609+186.6% |
| Admin fee / account holder | $58 | $6,249-99.1% | $4,848-98.8% | $10,827-99.5% |