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 | $28,992 | $59,774-51.5% | - | $134,475-78.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -22.57% | -10.72%-11.9pp | - | 417.96%-440.5pp |
| Employer contribution / active EE | $2,995 | $2,711+10.5% | - | $4,740-36.8% |
| Participant deferral / active EE | $9,164 | $4,131+121.8% | - | $6,400+43.2% |
| Admin fee / account holder | $206 | $4,003-94.9% | - | $11,426-98.2% |