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 8-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 | $183,159 | $95,862+91.1% | $79,550+130.2% | $134,475+36.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -26.36% | -2.69%-23.7pp | 0.16%-26.5pp | 417.96%-444.3pp |
| Employer contribution / active EE | $20,271 | $3,128+548.1% | $2,413+740.0% | $4,740+327.7% |
| Participant deferral / active EE | $14,602 | $4,693+211.2% | $3,985+266.4% | $6,400+128.2% |
| Admin fee / account holder | $51 | $9,126-99.4% | $6,832-99.2% | $11,426-99.6% |