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 5-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 | $53,244 | $102,317-48.0% | $146,958-63.8% | $80,856-34.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -21.54% | 134.76%-156.3pp | 418.34%-439.9pp | 35.59%-57.1pp |
| Employer contribution / active EE | $10,842 | $3,713+192.0% | $4,933+119.8% | $2,755+293.6% |
| Participant deferral / active EE | $9,744 | $6,644+46.7% | $8,070+20.7% | $4,296+126.8% |
| Admin fee / account holder | -$5,263 | $7,941-166.3% | $12,998-140.5% | $6,918-176.1% |