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 | $150,374 | $117,983+27.5% | $101,794+47.7% | $142,382+5.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -12.01% | 36.92%-48.9pp | 30.53%-42.5pp | 217.08%-229.1pp |
| Employer contribution / active EE | $37,782 | $2,773+1262.6% | $2,289+1550.7% | $4,299+778.8% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $245 | $10,433-97.7% | $8,777-97.2% | $12,624-98.1% |