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 | $57,935 | $67,331-14.0% | $60,874-4.8% | $134,475-56.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.13% | 49.93%-71.1pp | 16.90%-38.0pp | 417.96%-439.1pp |
| Employer contribution / active EE | $8,137 | $3,096+162.8% | $2,701+201.2% | $4,740+71.7% |
| Participant deferral / active EE | $8,620 | $4,538+89.9% | $3,817+125.8% | $6,400+34.7% |
| Admin fee / account holder | $250 | $4,582-94.5% | $3,224-92.2% | $11,426-97.8% |