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 9-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 | $45,506 | $97,044-53.1% | $83,333-45.4% | $135,375-66.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.15% | 12.31%-24.5pp | 10.63%-22.8pp | 519.73%-531.9pp |
| Employer contribution / active EE | $25,969 | $4,143+526.8% | $3,379+668.6% | $4,779+443.4% |
| Participant deferral / active EE | $14,333 | $5,964+140.3% | $5,565+157.6% | $5,609+155.6% |
| Admin fee / account holder | $99 | $8,380-98.8% | $7,510-98.7% | $10,827-99.1% |