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 7-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 | $48,299 | $95,862-49.6% | $79,550-39.3% | $134,475-64.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -26.48% | -2.69%-23.8pp | 0.16%-26.6pp | 417.96%-444.4pp |
| Employer contribution / active EE | $6,418 | $3,128+105.2% | $2,413+166.0% | $4,740+35.4% |
| Participant deferral / active EE | $7,180 | $4,693+53.0% | $3,985+80.2% | $6,400+12.2% |
| Admin fee / account holder | $166 | $9,126-98.2% | $6,832-97.6% | $11,426-98.5% |