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 | $33,889 | $92,703-63.4% | $82,719-59.0% | $134,475-74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.58% | 944.92%-966.5pp | 701.18%-722.8pp | 417.96%-439.5pp |
| Employer contribution / active EE | $5,117 | $3,274+56.3% | $3,009+70.1% | $4,740+8.0% |
| Participant deferral / active EE | $14,297 | $4,802+197.7% | $4,395+225.3% | $6,400+123.4% |
| Admin fee / account holder | $13 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |