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 | $47,382 | $95,862-50.6% | $79,550-40.4% | $134,475-64.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -56.00% | -2.69%-53.3pp | 0.16%-56.2pp | 417.96%-474.0pp |
| Employer contribution / active EE | $10,942 | $3,128+249.8% | $2,413+353.4% | $4,740+130.9% |
| Participant deferral / active EE | $4,370 | $4,693-6.9% | $3,985+9.7% | $6,400-31.7% |
| Admin fee / account holder | $235 | $9,126-97.4% | $6,832-96.6% | $11,426-97.9% |