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 | $55,747 | $90,519-38.4% | $93,789-40.6% | $134,475-58.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -23.68% | -15.72%-8.0pp | -11.33%-12.3pp | 417.96%-441.6pp |
| Employer contribution / active EE | $11,818 | $4,343+172.1% | $4,323+173.4% | $4,740+149.3% |
| Participant deferral / active EE | $10,772 | $5,978+80.2% | $6,094+76.7% | $6,400+68.3% |
| Admin fee / account holder | $20 | $9,252-99.8% | $7,195-99.7% | $11,426-99.8% |