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 | $72,508 | $82,664-12.3% | $125,339-42.2% | $68,494+5.9% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -19.53% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $8,752 | $3,381+158.9% | $4,814+81.8% | $2,596+237.1% |
| Participant deferral / active EE | $10,444 | $6,110+70.9% | $7,446+40.3% | $4,027+159.3% |
| Admin fee / account holder | $263 | $6,275-95.8% | $10,010-97.4% | $5,403-95.1% |