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 5-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 | $33,794 | $92,703-63.5% | $82,719-59.1% | $134,475-74.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -35.64% | 944.92%-980.6pp | 701.18%-736.8pp | 417.96%-453.6pp |
| Employer contribution / active EE | $14,638 | $3,274+347.1% | $3,009+386.5% | $4,740+208.8% |
| Participant deferral / active EE | $10,681 | $4,802+122.4% | $4,395+143.0% | $6,400+66.9% |
| Admin fee / account holder | $215 | $5,983-96.4% | $5,329-96.0% | $11,426-98.1% |