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 6-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 | $23,240 | $56,114-58.6% | $96,139-75.8% | $85,850-72.9% |
| Participation rate | 84.6% | 56.7%+27.9pp | 68.4%+16.2pp | 69.3%+15.3pp |
| Annual return | -3.59% | 42.30%-45.9pp | 191.94%-195.5pp | 318.53%-322.1pp |
| Employer contribution / active EE | $11,443 | $1,620+606.5% | $2,797+309.1% | $2,565+346.1% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $68 | $3,768-98.2% | $5,537-98.8% | $6,260-98.9% |