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 | $11,968 | $67,331-82.2% | $60,874-80.3% | $134,475-91.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -24.36% | 49.93%-74.3pp | 16.90%-41.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $3,027 | $3,096-2.2% | $2,701+12.1% | $4,740-36.1% |
| Participant deferral / active EE | $2,400 | $4,538-47.1% | $3,817-37.1% | $6,400-62.5% |
| Admin fee / account holder | $25 | $4,582-99.5% | $3,224-99.2% | $11,426-99.8% |