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 | $21,668 | $142,344-84.8% | $119,609-81.9% | $134,475-83.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.49% | -12.44%-10.1pp | -14.97%-7.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $3,752 | $5,222-28.1% | $4,232-11.3% | $4,740-20.8% |
| Participant deferral / active EE | $4,415 | $6,469-31.8% | $5,602-21.2% | $6,400-31.0% |
| Admin fee / account holder | $236 | $13,584-98.3% | $10,323-97.7% | $11,426-97.9% |