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 4-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 | $44,666 | $167,484-73.3% | $151,611-70.5% | $134,475-66.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -34.82% | 7.80%-42.6pp | 3.33%-38.2pp | 417.96%-452.8pp |
| Employer contribution / active EE | $24,265 | $6,829+255.3% | $6,166+293.5% | $4,740+411.9% |
| Participant deferral / active EE | $11,178 | $8,986+24.4% | $8,363+33.7% | $6,400+74.7% |
| Admin fee / account holder | $37 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |